Carnegie Wealth Management
Investment Management • 
Tredyffrin, Pennsylvania, United States • 1-10 Employees
Company overview
| Headquarters | 850 Cassatt Road, Suite 225, Berwyn, Pennsylvania 19312, US |
| Phone number | +16106404300 |
| Website | |
| NAICS | 5231 |
| SIC | 874 |
| Founded | 1985 |
| Employees | 1-10 |
| Socials |
Key Contact at Carnegie Wealth Management
Doron Kochavi
Founder / Wealth Advisor
Carnegie Wealth Management Email Formats
Carnegie Wealth Management uses 1 email format. The most common is {last name}{last name} (e.g., doedoe@carnegiewealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{last name}{last name} | doedoe@carnegiewealth.com | 100% |
About Carnegie Wealth Management
Carnegie Wealth Management is an independent, employee owned and operated investment management firm based in suburban Philadelphia. Because we are an independent boutique, we are simply focused on providing the very best advice to every client. Our team has been leveraging our investment experience to benefit our clients for over 30 years. We currently advise over 200 families, business owners, public company insiders, foundations and endowments across more than 20 states. At Carnegie Wealth Management, we use our 5-step investment process to construct your portfolio. Our approach, customized to your unique situation, is centered around truly understanding Advisory Services are offered through Carnegie Wealth Management, LLC. Securities and Advisory Services are also offered through The Strategic Financial Alliance, Inc. (SFA), member FINRA/SIPC, which is otherwise unaffiliated with Carnegie Wealth Management, LLC. Supervisory office 678.954.4000. Scott Sheffer is an investment advisor representative of Carnegie Wealth Management and a registered representative and investment adviser representative of SFA. All information contained herein is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, securities or advisory services. Investments in securities involve risk, including the potential loss of principal invested. We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns that are specific to his or her account, please contact our office directly. Do not post personal, account or transaction information anywhere on this site. Opinions expressed herein are those of the author and do not necessarily reflect those of The Strategic Financial Alliance, Inc., its officers, directors, employees or associated persons. Carnegie Wealth Management, LLC 920 Cassatt Road, Suite 202 Berwyn, PA 19312 info@carnegiewealth.com
Carnegie Wealth Management revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Carnegie Wealth Management has 1 employees across 1 departments.
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Number of employees
Funding Data
Carnegie Wealth Management has never raised funding before.
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