RIA Intel›Advisers›Florida›CARBON WEALTH MANAGEMENT INC.

CARBON WEALTH MANAGEMENT INC.

Advisory

TAMPA, FL

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in FL

#2,601

of 2,610 advisers by AUM

Average account

$1K

across 5 accounts

AUM per adviser

$5K

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$5K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$5K

Discretionary AUM$5K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

5 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

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ATLAS CAPITAL ADVISORY LLC

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$8K

ACAMAR GLOBAL INVESTMENTS, LLC

$3K

OPENVEST ACCESS LLC

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