Investment adviser · CRD 119092

ARNETT CARBIS TOOTHMAN WEALTH ADVISORS LLC

Investment adviser filing (IA)

CHARLESTON, WV, United States · Form ADV filed Mar 23, 2018

Regulatory AUM
$361M
Form ADV · Item 5.F
Client accounts
723
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
6
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals105$253,211,34570.1%
Individuals197$60,783,77116.8%
Charities6$20,769,9395.7%
Retirement plans8$20,123,5655.6%
Corporations & businesses5$6,489,6571.8%
Filing source

Form ADV 1185363 · Mar 23, 2018 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 23, 2018. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

101 WASHINGTON STREET, EAST
CHARLESTON, WV, 25301, United States

CRD 119092

Filing source

Form ADV 1185363 · Mar 23, 2018 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.