A complete list of active advisors currently associated with Carminucci Wealth Management

Warmer can help you find a great advisor at Carminucci Wealth Management or one who fits your needs even better.

Carminucci Wealth Management provides investment management and related advisory services primarily to pooled investment vehicles and institutional clients rather than to individual retail investors, and its Form ADV (Item 7 and Item 4) reports no individual client accounts. The brochure frames these services in the context of managing pooled vehicles and similar institutional mandates. The firm describes its investment process and authority in Items 8 and 16, indicating it exercises investment discretion for the vehicles it manages and conducts periodic reviews of accounts as noted in Item 13. Like many managers in this category, it relies on its stated methods of analysis and discretionary management to implement portfolio decisions for pooled structures. The brochure discloses several features that are uncommon among firms in this category: it identifies the adviser as a registered representative of a broker-dealer and as an insurance broker/agent, and it reports an affiliation with a broker-dealer (Item 10). It also notes an hourly fee arrangement in Item 5 and does not rely on percentage-of-AUM fees, which departs from the typical compensation model for investment managers of pooled or institutional assets.

To learn more about the advisors currently working at Carminucci Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.