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CAROTA WEALTH MANAGEMENT

· CRD 127344 · IAPD ↗ · carotawealth.com · 610-828-1155

$135.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
7States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
September 2026 — CAROTA WEALTH MANAGEMENT changed its website from brandywinefinancialgroup.com to carotawealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
August 2026 — BRANDYWINE FINANCIAL GROUP, INC. is now doing business as CAROTA WEALTH MANAGEMENT.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
61
August 2026 — CAROTA WEALTH MANAGEMENT reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
62
March 2026 — BRANDYWINE FINANCIAL GROUP, INC. reported RAUM up 36% ($99.4M -> $135.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
March 2025 — BRANDYWINE FINANCIAL GROUP, INC. notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
March 2025 — BRANDYWINE FINANCIAL GROUP, INC. reports 101-250 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
40
March 2024 — BRANDYWINE FINANCIAL GROUP, INC. filed an Item 4A succession naming BRANDYWINE FINANCIAL GROUP, INC. (CRD 127344) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.