Carbon Wealth Management
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About
Carbon Wealth Management provides investment management and compliance services primarily to pooled investment vehicles and other institutional clients. The firm acts as portfolio manager for those entities and oversees regulatory and compliance matters on their behalf.
The firm’s investment work is informed by tax-aware analysis and financial modeling, reflecting the lead advisor’s advanced tax education and recent modeling training. Carbon Wealth Management also distributes periodic written materials and conducts educational workshops and seminars on topics such as cryptocurrency and tax considerations, aligning with the advisor’s coursework in cryptocurrency.
Distinctive features include the lead advisor’s legal and tax credentials (a J.D. and an LL.M. in Taxation) combined with targeted technical training in cryptocurrency and financial statement modeling, which is uncommon among peers. The lead advisor serves as both President and Chief Compliance Officer, reports no outside business activities or disciplinary history, and the firm’s practice of publishing periodicals and running client education sessions is relatively rare for investment-manager firms.
Client services
Main office
4830 W Kennedy Blvd, Ste 720
Tampa FL 33609
Advisors at this office
1
Most active in
Florida
Also doing business as
Carbon Risk Management, Inc. · Carbon Wealth Management · Carbon Wealth Management Inc.
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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