CARR WEALTH MANAGEMENT LLC

CARR WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 281343). Regulatory assets under management: $23.9M.

Registration

• CRD: 281343
• Type: Registered investment adviser
• Phone: 925-484-1671
• Latest filing: 2026-05-19
• Regulatory AUM: $23.9M
• Discretionary AUM: $23.9M
• Clients: 1
• Accounts: 63

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 281343 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search