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CARLYLE WEALTH PLANNING
CARLYLE WEALTH PLANNING, INC.
CRD 126298
FIVE CONCOURSE PARKWAY, SUITE 3000, ATLANTA, GA, 30328, United States
Phone
770-956-8775
Fax
770-956-8930
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
3 total employees; 2 advisory reps; 18 broker-dealer reps
Clients
11-25
Fees
Hourly charges; Fixed fees
Org form
Corporation
Filing date
2025-03-28
Disciplinary history
No
Services
Financial planning
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $0 |
| High net worth individuals | 10 | $0 |
Official SEC filing: View on IAPD