CARLIN WEALTH MANAGEMENT GROUP, LLC

CARLIN WEALTH MANAGEMENT GROUP, LLC of AUSTIN, TX is an SEC-registered investment adviser (CRD 325306). Regulatory assets under management: $240.9M.

Registration

• CRD: 325306
• SEC file number: 801-127464
• Type: Registered investment adviser
• Location: 1701 SIMOND AVENUE, UNIT 104, AUSTIN, TX, 78723
• Phone: 737-414-6565
• Latest filing: 2026-03-12
• Regulatory AUM: $240.9M
• Discretionary AUM: $229.4M
• Non-discretionary AUM: $11.5M
• Clients: 4
• Accounts: 1,076

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325306 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search