Carr Wealth Management - Crunchbase Company Profile & Funding

Overview

Carr Wealth Management

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

Learn more.

Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

See more interactive data and historical milestones on desktop for the best experience

About Carr Wealth Management

CB Rank

1917042

Carr Wealth Management is an independent, fiduciary, advisory firm that offers financial planning and investment management services.

Private

Pleasanton, California, United States

1-10

www.carrwealth.com

Advice

Financial Services

Wealth Management

Details

Legal Name

Carr Wealth Management, LLC

Operating Status

Active

Company Type

For Profit

Phone Number

1-925-484-1671

Contact Email

anthony@carrwealth.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Fiduciary Investment Management

Management of investment portfolios based on disciplined strategies aligned with clients' financial goals and risk tolerance, using diversified, low-cost, and tax-efficient mutual funds.

Goal-Oriented Financial Planning

Development and continuous updating of long-term financial plans focused on achieving clients' evolving financial goals amid changing economic variables.