# CARNEGIE WEALTH MANAGEMENT LLC

CARNEGIE WEALTH MANAGEMENT LLC is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 329747
- Type: SEC-registered investment adviser
- SEC file number: 801-129487
- Phone: 818-679-2724
- Latest filing: 2026-04-27
- Regulatory AUM: $65.0M
- Non-discretionary AUM: $65.0M
- Clients: 2
- Accounts: 150

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Alexander Kanghee Lee | CHIEF COMPLIANCE OFFICER | — |
| Kochavi Doron | MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| KOCHAVI PHYLLIS | CHIEF COMPLIANCE OFFICER | — |
| Villosis Richard John | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/329747/brochure
- Similar advisers: https://search.stillhousedata.com/firm/329747/similar
- Related entities: https://search.stillhousedata.com/firm/329747/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/329747

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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.