Carlton Wealth Management

Financial Services • 2107 Elliott Ave, Suite 305, United States • 1-10 Employees

Company overview

Headquarters	2107 Elliott Ave, Suite 305, Seattle, Washington 98121, US
Phone number	+12067455504
Website	carltoncofinancial.com
NAICS	52
SIC	628
Keywords	Risk Management, Insurance Planning, Wealth Management, Education Planning, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Life Transition Planning, Situational Financial Planning, Sustainable And Esg Investing
Founded	2011
Employees	1-10
Socials

Key Contact at Carlton Wealth Management

Karalyn Carlton

Founder, Financial Advisor

Carlton Wealth Management Email Formats

Carlton Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@carltoncofinancial.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@carltoncofinancial.com	100%

About Carlton Wealth Management

Carlton & Company Financial is an independent, woman-owned wealth management firm based in Seattle, serving those seeking advocacy, organization, and strategic planning. Client services include investment management, retirement, and financial planning and consulting, ESG and sustainable investing, legacy and estate planning, and insurance and risk management. Founded in 2011 by Karalyn Carlton, a Certified Wealth Strategist®, an Accredited Investment Fiduciary, and an investment advisor representative with more than 20 years in the financial industry. Investment Adviser Representative offering securities and advisory services through Independent Financial Group, LLC, a registered broker-dealer and investment advisor. Member FINRA/SIPC. Carlton & Company Financial, Inc. and IFG are unaffiliated entities. For a list of states in which we are registered to do business, please visit www.carltoncofinancial.com The information provided herein has been obtained from sources believed to be reliable; however, we cannot guarantee or represent that it is accurate, complete, or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third-party website, you are leaving our site and assume total responsibility for your use or activity on the third-party sites.

Carlton Wealth Management revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Carlton Wealth Management has never raised funding before.

Carlton Wealth Management Tech Stack

Discover the technologies and tools that power Carlton Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Google Hosted Libraries

CDN

jQuery

JavaScript libraries

GoDaddy

Hosting

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

GSAP

JavaScript frameworks

Webflow

Page builders

Cloudflare Turnstile

Security

cdnjs

CDN

Google Font API

Font scripts

Frequently asked questions

Carlton Wealth Management is located in 2107 Elliott Ave, Suite 305, US.

You can reach Carlton Wealth Management at +12067455504.

Carlton Wealth Management was founded in 2011, making it 15 years old. The company has established itself as a significant player in its industry over this time.

Carlton Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Carlton Wealth Management

Karalyn Carlton

Founder, Financial Advisor

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