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- Custodian
- LPL Financial ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-07-2015
- Office Locations
- 1
Office Locations
About Carr Wealth Management LLC
Carr Wealth Management, LLC is an independent, fee-only fiduciary RIA in Pleasanton, CA led by Anthony B. Carr (CPA, CFP, MBA), managing client accounts since 1999. The firm provides investment management and ongoing, goal-based financial planning, emphasizing low-cost, passively managed, diversified, tax-efficient index funds and ETFs for long-term appreciation. Portfolios are custodied with Charles Schwab Institutional.
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Owner & Executives
ANTHONY BRUCE CARR
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #4273957
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,900,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,900,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $287,187,107 | 11.5% |
| U.S. Government/Agency | $906,512,347 | 36.3% |
| Cash | $304,668,062 | 12.2% |
| Corporate - Investment Grade | $794,134,784 | 31.8% |
| Corporate - Non-Investment Grade | $204,776,894 | 8.2% |
| Total | $2,497,279,194 | 100.0% |