# Carlyle Wealth Planning

> Carlyle Wealth Planning is a state-registered investment advisory firm in Atlanta, GA, registered since 1992, with no regulatory assets under management reported in its Form ADV filing dated July 27, 2026.

- CRD: 126298
- Filed as: CARLYLE WEALTH PLANNING
- Legal name: Carlyle Wealth Planning, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: July 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/126298
- AdvisorCensus page: https://advisorcensus.com/firm/carlyle-wealth-planning-atlanta-ga-126298

## Quick answers

**How is Carlyle Wealth Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Carlyle Wealth Planning reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Carlyle Wealth Planning located?**
Carlyle Wealth Planning's principal office is in Atlanta, GA, according to its Form ADV.

**Is Carlyle Wealth Planning registered with the SEC or a state?**
Carlyle Wealth Planning is a state-registered investment advisory firm, registered since 1992. Status as filed: APPROVED. CRD 126298.

**What types of clients does Carlyle Wealth Planning serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (12); individuals (other than high net worth individuals) (8).

**Does Carlyle Wealth Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/126298

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $0 |
| High net worth individuals | 12 | $0 |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 1992 (34 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Carlyle Wealth Planning (CRD 126298): Form ADV filing data as of October 2026.