# Carroll Wealth Management

Carroll Wealth Management is a RIA based in Chesterfield, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Chesterfield, United States
- **Region:** North America
- **Address:** Baltimore, MD, United States
- **Assets under management:** Under $500M (Altss estimate)

## Regulatory record

- **CRD number:** 152211
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152211

## About

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.

## Sectors

- Real Estate
- Private Credit
- Diversified

## People

- Multiple Carroll family members — Principals

## 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.

## Related profiles

- [Frederick Norman Pearson Jr.](https://altss.com/profile/pearson-frederick-norman-jr)
- [SENIORMARK, LLC](https://altss.com/profile/seniormark-llc)

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Last updated: 2026-07-06T01:24:13.754Z

Canonical page: https://altss.com/profile/carroll-wealth-management-inc

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