CRD: 290430
Carnegie Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- PioneerPrime
- Established Date
- 03-01-2018
- Office Locations
- 1
Office Locations
About Carnegie Wealth Management, LLC
Carnegie Wealth Management is a Pennsylvania-based RIA serving high-net-worth families, along with foundations, endowments, and select corporate clients. The firm provides detailed investment advice and comprehensive financial planning, including asset allocation, portfolio construction, and generational wealth planning. Led by a former Goldman Sachs PWM executive with Barclays experience, the team emphasizes access to differentiated managers and investments and custody at Charles Schwab & Co.
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Owner & Executives
SCOTT TAYLOR SHEFFER
Chief Compliance Officer, Chief Executive Officer
- CRD
- #3109236
- Ownership
- Less than 5%
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AMY GRACE ABROMAITIS
Certified Financial Planner
- CRD
- #1796733
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $309,247,252 | $394,448 |
| Non-Discretionary | $47,853,950 | $354,474 |
| Total | $357,101,202 | $388,576 |
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Separately Managed Accounts
Total SMA Asset: $357,101,202
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $944,722,079 | 17.4% |
| Public Funds | $760,121,213 | 14.0% |
| Municipal Bonds | $597,238,096 | 11.0% |
| Corporate - Investment Grade | $646,103,031 | 11.9% |
| Private Funds | $553,802,598 | 10.2% |
| Cash | $1,308,494,373 | 24.1% |
| Sovereign Bonds | $618,955,844 | 11.4% |
| Total | $5,429,437,234 | 100.0% |