Carbon Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,000
Clients
5
0% high-net-worth
Advisors
1
of 3 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
Very LowAverage account size
$1,000
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
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Main office location
Carbon Wealth Management
4830 W Kennedy Blvd, Ste 720
Tampa FL 33609, United States
Number of offices
1
Most active in
Carbon Wealth Management has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
-
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.
Forms ADV
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