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CARLIN WEALTH MANAGEMENT GROUP, LLC

AUSTIN, TX · CRD 325306 · IAPD ↗ · carlinwealthmanagementgroup.com · 737-414-6565

$240.9MRegulatory AUM
2Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
February 2025 — CARLIN WEALTH MANAGEMENT GROUP, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
61
February 2025 — CARLIN WEALTH MANAGEMENT GROUP, LLC reported RAUM up 30% ($150.2M -> $195.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
March 2024 — CARLIN WEALTH MANAGEMENT GROUP, LLC reported RAUM up 25% ($120.0M -> $150.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
March 2024 — CARLIN WEALTH MANAGEMENT GROUP, LLC now reports custody of client assets ($7.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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