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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.
Overview
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.
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