Carlin Wealth Management Group, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 325306
- SEC number
- 801-127464
- Firm type
- RIA
- Assets under management
- $240.9M as of Mar 12, 2026
- Website
- www.carlinwealthmanagementgroup.com ↗
- Phone
- 737-414-6565
- Address
- 1701 Simond Avenue, Austin, TX, 78723
Advisors at this firm
4 in our index · page 1 of 1
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Christopher Howard BakerCRD 2878523 · Winchester, MAIA RegisteredRegistration inactive
-
Nicholas Stephen CarlinCRD 4818630 · Austin, TXIA RegisteredRegistration inactive
-
Reed Cosmos JohnsonCRD 8277845 · Austin, TXIA Registered
-
Teresa Angelina JammalCRD 6875882 · Austin, TXIA RegisteredRegistration inactive
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 325306 ↗
FINRA BrokerCheck record for firm CRD 325306 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.