Carnegie Wealth Management, Llc
- Regulatory AUM
- $357M
- Discretionary
- $309M
- Clients
- 229
- Avg AUM / client
- $1.6M
- Accounts
- 919
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 133 | $76.3M | 21.4% |
| High net worth individuals | 93 | $267M | 74.8% |
| Pension and profit sharing plans | 3 | $13.7M | 3.85% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Scott Taylor Sheffer | Chief Executive Officer And Chief Compliance Officer | Oct 2017 (9y) | ≈ 56.25% – 100% via So Farr Holdings, Llc | |
| Amy Grace Abromaitis | Registered representative | CFP | Jun 2018 (8y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| So Farr Holdings, Llc | Holding Company | Oct 2017 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Scott Taylor Sheffer: 75% – 100% of So Farr Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/20/2026 | 904 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $334M (93% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 20, 2026.
View current Form ADV (SEC/IAPD) ↗