# Carminucci Wealth Management

Carminucci Wealth Management is a RIA based in Croton Falls, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Croton Falls, United States
- **Assets under management:** Undisclosed
- **Website:** carminucciwealthmanagement.com

## Regulatory record

- **CRD number:** 140753
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/140753

## About

Carminucci Wealth Management is a full-service financial consulting agency that partners with LPL Financial. It uses modern techniques in investment management while maintaining traditional ethics and delivers personalized focus to each client. The firm provides advice on retirement accumulation strategies, college savings plans, annuities, stocks and bonds, and tax liability issues for individuals and groups.

## People

- Michael Carminucci — CFS, EA, RFC, LPL Registered Principal, LPL Financial Advisor
- Joseph Burger — Director of Insurance Sales
- George Collins — Director of New Business Development, Certified Retirement Counselor
- Susanne Carminucci — Administrative Office Manager
- Debra Murphy — Administrative Support Team Manager
- John Martucci — Administrative Engineer

## Questions

### Who runs investment decisions at Carminucci Wealth Management?

No named investment professionals are listed on the firm's website or in any public database reviewed. The principals or investment committee structure cannot be identified from publicly available sources.

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Last updated: 2026-08-11T15:06:20.694Z

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