Carnegie Wealth Management is a family office - multi based in Berwyn, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
Carnegie Wealth Management is an independent, employee owned and operated investment management firm based in suburban Philadelphia. At Carnegie Wealth Management, we build financial and wealth plans that can serve you and your family for years to come. Based on your optimized financial and wealth plans as well as your particular level of risk, we will research and select investment managers and construct an investment portfolio tailored to meet your needs.
Investment types: Joint Venture/Partner, Investment Funds
Sectors & themes: Capital Markets, Concierge Services, Diversified Finance Consulting, Fund of Funds, Investment Management, Legal & Tax Services, Multi-Asset Investing, Retirement Planning, Travel Accommodations & Tourism, Trust Management, Wealth & Estate Planning, Finance, Financial Services, High-Level Sectors, Non-Profit, Tourism & Hospitality, Traditional Investments (Liquid Assets)
Preferred geographies: United States
Location: 920 Cassatt Road\nSuite 202\nBerwyn\nPennsylvania\n19312\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.