# Caird Family Wealth Management

Caird Family Wealth Management is a RIA based in New Palestine.

## Overview

- **Organization type:** RIA
- **Headquarters:** New Palestine
- **Assets under management:** Undisclosed
- **Website:** cairdfamilywealth.com

## Regulatory record

- **CRD number:** 336169
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/336169

## About

CAIRD FAMILY WEALTH MANAGEMENT is a state-registered investment adviser with $21 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

## Questions

### Does Caird Family Wealth Management invest in third-party funds or direct deals?

There is no public information on whether Caird Family Wealth Management commits capital to external funds or pursues direct investments. The firm's investment approach is not documented in any known source. In the absence of data, it is not possible to confirm its allocation strategy.

### What investment stages does Caird Family Wealth Management target?

The firm's stage preference is not disclosed. There are no reports of it participating in venture capital, growth equity, buyouts, or any other stage. The lack of data prevents any meaningful analysis of its investment lifecycle focus.

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Last updated: 2026-07-11T02:31:22.000Z

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