CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC
SEC file number 801-71684
· THE WOODLANDS, TX
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$502.1M
Discretionary AUM
$502.1M
Employees
5
Clients
—
Firm
- Address
- 10200 GROGAN'S MILL ROAD
THE WOODLANDS, TX 77380 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Carlton at Greenbrier DST Low name-match confidence · CIK 2156300 · VA
- Carlton Ford LLC Low name-match confidence · CIK 2099862 · GA
- Investcorp Carlton Co-Invest Fund, L.P. Low name-match confidence · CIK 2013725 · NY
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Carlton at Greenbrier DST · D · Sep 24, 2026$28.3M
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Carlton Ford LLC · D · Dec 11, 2025$1.3M
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Investcorp Carlton Co-Invest Fund, L.P. · D · Jun 18, 2025