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Carpion Private Wealth
Finance · Texas, United States · 11-50 Employees
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Overview
Headquarters
601 State St Ste 240, Southlake, Texas, ...Phone Number
(817) 809-8991Website
www.carpionprivatewealth.comRevenue
<$5 MillionIndustry
About Carpion Private Wealth
Carpion Private Wealth is an independent wealth management firm dedicated to helping clients build, manage, and protect their wealth for future generations. With a client-centric approach, the firm customizes financial plans that align with clients' goals and values, ensuring a seamless transfer of wealth. They emphasize family governance to foster unity and integrity among family members. Utilizing industry-leading technology and partnering with BNY Mellon for asset custody, Carpion Private Wealth aims to deliver a comprehensive and trustworthy wealth management experience.Explore more
Carpion Private Wealth Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Carpion Private Wealth
<$5M
11-50
Private
-
2023
DC
Dan CroonquistSenior Vice President, Partner and Founder
Carpion Private Wealth Tech Stack
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Frequently Asked Questions Regarding Carpion Private Wealth
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Carpion Private Wealth is an independent wealth management firm dedicated to helping clients build, manage, and protect their wealth for future generations. With a client-centric approach, the firm customizes financial plans that align with clients' goals and values, ensuring a seamless transfer of wealth. They emphasize family governance to foster... Read More
