RIA Intel›Advisers›California›CARR WEALTH MANAGEMENT LLC

CARR WEALTH MANAGEMENT LLC

Advisory

Data as of May 19, 2026 · Source: SEC Form ADV

Rank in CA

#4,154

of 5,480 advisers by AUM

Average account

$379K

across 63 accounts

AUM per adviser

$24M

1 advisers

Source: SEC Form ADV. Figures as filed May 19, 2026.

Total AUM

$24M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$24M

Discretionary AUM$24M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients63

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

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

63 clients

18 high-net-worth

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

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

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CYCLUS WEALTH MANAGEMENT, INC.

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O'CONNELL, JOHN GLENNON

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