CARBON WEALTH MANAGEMENT

CARBON WEALTH MANAGEMENT of TAMPA, FL is an SEC-registered investment adviser (CRD 331891). Regulatory assets under management: $5K.

Registration

• CRD: 331891
• Type: Registered investment adviser
• Location: 4830 W KENNEDY BLVD, TAMPA, FL, 33609
• Phone: (813) 281-1800
• Latest filing: 2026-03-31
• Regulatory AUM: $5K
• Discretionary AUM: $5K
• Clients: 3
• Accounts: 5

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331891 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search