Updated:
Carroll Wealth Management
Carroll Wealth Management Inc. is a state-registered investment adviser in Chesterfield, MO. The firm manages approximately $2 million in regulatory assets.
Carroll Wealth Management
Carroll Wealth Management Inc. is a state-registered investment adviser in Chesterfield, MO. The firm manages approximately $2 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Chesterfield
Corporate office
Baltimore, MD, United States
Principals
Multiple Carroll family members
Principals
Sector focus
Frequently asked questions
What investment strategy does the firm follow?
Carroll Wealth Management employs a multi-asset strategy focused on real estate, private credit, and publicly traded securities. The firm favors direct investments in income-generating assets alongside allocations to external fund managers.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: