# CARNEGIE WEALTH MANAGEMENT, LLC

CARNEGIE WEALTH MANAGEMENT, LLC of BERWYN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 290430
- Type: SEC-registered investment adviser
- SEC file number: 801-114906
- Location: 850 CASSATT ROAD, SUITE 225, BERWYN, PA, 19312
- Phone: (610) 640-4300
- Latest filing: 2026-01-20
- Regulatory AUM: $357.1M
- Discretionary AUM: $309.2M
- Non-discretionary AUM: $47.9M
- Clients: 6
- Accounts: 919

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Scott Taylor Sheffer | CEO; CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| SHEFFER SCOTT TAYLOR | CEO; CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/290430/brochure
- Similar advisers: https://search.stillhousedata.com/firm/290430/similar
- Related entities: https://search.stillhousedata.com/firm/290430/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/290430

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.