C
CRD: 329747
Carnegie Wealth Management LLC
LA Canada, CA
8186792724
$65.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
150 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-11-2024
- Office Locations
- 1
Office Locations
-- LA Canada CA
About Carnegie Wealth Management LLC
Carnegie Wealth Management LLC is a LA Canada-based RIA. The firm has been operating for 2 years. Managing $65.0M in total assets under management, with 2 advisory representatives. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
65 AVG AGE
$32.5M AVG AUM / ADVISOR
$433.3K AVG AUM / CLIENT
2.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Momentum optima Vertex Zenith Foundation catalyst Insight vital Harbor
Client Personas
Beacon
Investment Themes
Ridge ridge Vertex Foundation capital
Investment Vehicles
Bridge Radial
Services
Vital Value Catalyst Crest Frontier capital
Owner & Executives
D
Doron Kochavi
Chief Executive Officer, Founder, Managing Member, Wealth Advisor
- CRD
- #1011155
- Ownership
- 50% but less than 75%
(695) 924-7454
eagle.vertex@unisoncapital.com
in linkedin.com/in/insight-foundation
R
Richard John Villosis
--
- CRD
- #4217642
- Ownership
- 50% but less than 75%
(778) 380-4237
momentum.atlas@zenithcapital.com
in linkedin.com/in/glacier-timber
V
Value capital
Capital insight quantum
- CRD
- #63469
- Ownership
- 8.8%
(710) 506-8485
eagle.meridian@timbercapital.com
in linkedin.com/in/vector-pioneer
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $65,000,000 | $584,507 |
| Total | $65,000,000 | $584,507 |
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Separately Managed Accounts
Total SMA Asset: $65,000,000
Equity - Exchange:
49.8% Cash:
28.9% Municipal Bonds:
21.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,774,409,175 | 49.8% |
| Cash | $1,610,048,698 | 28.9% |
| Municipal Bonds | $1,186,644,889 | 21.3% |
| Total | $5,571,102,762 | 100.0% |