Carney Peterson Wealth Management Group is a wealth manager based in South Kingstown, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
Carney Peterson Wealth Management Group, a multi-generational family business with over 40 years of combined experience in the industry, provides concierge-level service and wealth management strategies for our clients and their families. Our clients consider us to be a vital part of their decision-making circle, we work closely not only with our clients, but also with their estate planning attorneys, accountants/ CPAs, and insurance advisors. By working collaboratively, we have a greater understanding of our clients' specific needs and expectations, and can recommend a wealth management strategy that takes all of these important components into consideration.
Investment types: Investment Funds, Joint Venture/Partner, Private Equity, Venture Capital - Early Stage, Venture Capital
Sectors & themes: Conservative Allocation, Equity/Mutual Funds, Equity Securities, Options Trading, Startups & Management, Alternative Investments, Finance, Traditional Investments (Liquid Assets)
Preferred geographies: United States
Location: 36 S County Commons Way\nUnit C-2\nSouth Kingstown\nRhode Island\n02879\nUnited States
FindLPs holds verified direct email addresses and phone numbers for decision-makers at Carney Peterson Wealth Management Group. Contact details are masked on the free plan — start a plan to unlock full access and CSV export.
Unlock Contact DetailsSearch 25,850 limited partners with verified contact details.
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 We do not publish personal residential information; firms or individuals may request removal at /contact.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.