Carrara Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Carrara Wealth Management is a newly formed, state-registered investment adviser that provides investment management and comprehensive financial planning to individuals and families, including high-net-worth clients, young professionals in technology and healthcare, and business owners. Services described in the brochure include tailored portfolio management, retirement planning, and coordination with clients’ tax professionals.
The firm’s investment approach is goals-based and combines fundamental and quantitative analysis to determine asset allocation across capital preservation, growth, and income objectives, using low-cost ETFs and index funds as core building blocks and supplementing those exposures with individual equities, direct indexing, and private market allocations for eligible clients. Financial planning engagements may be ongoing or delivered as standalone projects, and the firm emphasizes tax-aware techniques such as tax-loss harvesting and asset location.
Noteworthy for a newly established adviser with no reportable assets under management, Carrara discloses the use of fixed fees for standalone financial planning and offers portfolio management for individual client accounts — features that are statistically uncommon in its peer group. The brochure also highlights that the firm may recommend private market investments to qualified investors while not being registered as a private fund adviser; it does not charge performance-based fees and generally arranges advisory fee billing through the client’s custodian.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $1,000,000: 1.25% per annum $1,000,001 - $3,000,000: 1.00% per annum $3,000,001+: 0.75% per annum
Account minimum: $100,000 Fee-only: Financial planning fees generally range from $2,500 to $10,000 for standalone financial planning.
Main office
Los Angeles CA
Advisors at this office
1
Most active in
California
Also doing business as
Carrara Capital, LLC · Carrara Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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