Overview of The Carlotta

Ideally settled in the heart of Palm Desert, CA, The Carlotta is a lavish senior living community that offers fulfilling and flexible senior living with a range of services for every retirement phase. Focusing on retirement and assisted living, The Carlotta features bright, spacious, and comfortable apartments ranging from a studio to 1 and 2-bedroom apartments. The community also offers 24-hour personal care support, on-site rehabilitation, and skilled nursing, ensuring its residents receive the right level of care that matches their needs.

Committed to helping their residents maximize their independence, fulfillment, and other aspects of their well-being, The Carlotta provides inviting gathering spaces with views of the desert landscape, light-filled interiors, great outdoor space, and various social and educational programs. Residents can choose from various amenities and services to enhance their lifestyle, including a full-service salon & spa, game room, outdoor swimming pools, fitness center, movie theater & auditorium, agility pet park, and more. The community also offers services such as restaurant-style dining, scheduled transportation, weekly housekeeping and linen service, and on-site maintenance to ensure its residents’ comfort and convenience.

(760) 477-4249
Bed community size
250-bed community Rank #86 / 1657Bed count — State benchmarkedThis home is ranked 86th out of 1657 homes in California. Shows this facility's certified or reported bed count compared to other California facilities. Larger communities may offer more amenities, programs, and on-site services for residents and families.Click the rank badge to see the full State ranking.Click here to see the full State ranking.
A large-scale community that may provide a wide range of amenities, services, and structured programs.
Years in operation
3 years in operation Rank #1210 / 1487Years in operation — State benchmarkedThis home is ranked 1210th out of 1487 homes in California. Shows how long this facility has been in operation compared to other California facilities. Longer operating histories may benefit residents, families, and staff.Click the rank badge to see the full State ranking.Click here to see the full State ranking.
An established community with some operational experience and growing routines.
Walk Score
Walk Score: 5 / 100 Rank #2010 / 2092Walk Score — State benchmarkedThis home is ranked 2010th out of 2092 homes in California. Shows how walkable this facility's neighborhood is compared to the average Walk Score across California facilities. Higher scores benefit residents, families, and staff.Click the rank badge to see the full State ranking.Click here to see the full State ranking.
Car-dependent. Most errands require a car, with limited nearby walkable options.
BBB Rating
BBB Rating: A+ (Not Accredited)
An independent rating from the Better Business Bureau based on factors such as complaint history, transparency, and business practices.
How BBB ratings work

About this community

Occupancy

Occupancy rate
76%
Rank #1203 / 1530Occupancy rate — State benchmarkedThis home is ranked 1203rd out of 1530 homes in California. Shows this facility's occupancy rate versus the California average, with its Statewide rank out of 1530. Higher occupancy signals strong local demand and financial stability.Click the rank badge to see the full State ranking.Click here to see the full State ranking.
Similar to the California average: 72.8%
Occupied beds
190 / 250
Average occupied beds in California homes 87 beds

License Details

Facility TypeRcfe-continuing Care Retirement Community
StatusLicensed
IssuanceOctober 1, 2023
CountyRiverside

Ownership & Operating Entity

The Carlotta is legally operated by Well Oak Ccrc Tenant Llc; Oakmont Et Al, and administrated by John Brennan.

Staffing

Key information about the people who lead and staff this community.

Leadership

ContactMolly Bowie

Contact The Carlotta

Inspection History

In California, the Department of Social Services (for assisted living facilities) and the Department of Public Health (for nursing homes) conduct inspections to ensure resident safety and regulatory compliance.

Inspection Score Info A composite 0–100 score combining this facility's inspections, citations, complaints, and enforcement actions relative to the California state average. The score below shows how many points this facility sits above or below the typical California assisted living residence score (the benchmark); higher is better.

12 points above the California average for assisted living residences (81/100)

Rank #242 / 1401 in California Inspection Score — State benchmarked This home is ranked 242nd out of 1401 homes in California. Shows this facility's inspection score compared to the California average among 1401 comparable communities in the ranking pool. Inspection score: 93 out of 100. Letter grade A. 12 points above the California average for assisted living residences (81/100)

Inspection Scorecard Info This scorecard compares key inspection, citation, and complaint metrics at this facility against the California state average. Metrics rated ≥15% worse than average are highlighted in red; those ≥15% better are highlighted in green.

Since 2023 vs. California state average
Overall vs. CA average 0 Worse No metrics in this bucket. 6 Better Metrics better than California average:
• Total citations (100% below)
• Total visits (19% below)
• Complaint visits (38% below)
• Other visits (43% below)
• Official inspections (75% below)
• Complaint investigations (60% below)
Latest Inspection July 31, 2025

Citations Info Citations are formal regulatory issues recorded during state inspections.

This FacilityCA Averagevs. CA Avg
Total citations Info Formal regulatory issues recorded by inspectors across all inspection types. 010 This facility has 100% fewer total citations than a typical California assisted living residence (0 vs. CA avg 10).↓ 100% better

Inspections & Visits Info State inspections evaluate whether the facility meets health and safety standards.

This FacilityCA Averagevs. CA Avg
Total visits Info Combined count of complaint visits, other regulatory visits, and official scheduled inspections. 1316 This facility has 19% fewer total visits than a typical California assisted living residence (13 vs. CA avg 16).↓ 19% better
Complaint visits Info On-site visits triggered by formal complaints filed by residents, families, or staff. 813 This facility has 38% fewer complaint visits than a typical California assisted living residence (8 vs. CA avg 13).↓ 38% better Rank #762 / 1397 Complaint visits — State benchmarked This home is ranked 762nd out of 1397 homes in California. Shows this facility's # of complaint visits compared to the California average among 1397 comparable communities in the ranking pool.
Other visits Info Regulatory visits that are neither routine inspections nor complaint investigations — administrative check-ins, follow-up reviews, licensing-related visits. 47 This facility has 43% fewer other visits than a typical California assisted living residence (4 vs. CA avg 7).↓ 43% better
Official inspections Info Routine, scheduled inspections conducted by state regulators to evaluate whether the facility meets federal and state standards. 14 This facility has 75% fewer official inspections than a typical California assisted living residence (1 vs. CA avg 4).↓ 75% better
Complaint investigations Info On-site investigations triggered by complaints filed with California regulators. 410 This facility has 60% fewer complaint investigations than a typical California assisted living residence (4 vs. CA avg 10).↓ 60% better

What does this home offer?

Minimum age icon
Minimum age icon

Minimum Age: 62 Years Old

Pets allowed icon
Pets allowed icon

Pets Allowed

Room sizes icon
Room sizes icon

Room Sizes: 227 / 300 / 575 / 690 / 940 / 1140 sq. ft

Housing options icon
Housing options icon

Housing Options: Studio / 1 Bed / 2 Bed

Building type icon
Building type icon

Building Type: Two-story

Transportation services icon
Transportation services icon

Transportation Services

Fitness and recreation icon
Fitness and recreation icon

Fitness and Recreation

Living Spaces & Floor Plans for The Carlotta

Carlotta Floorplans 0323 Part 1 Page 0001
Carlotta Floorplans 0323 Part 3 Page 0001
Carlotta Floorplans 0323 Part 6 Page 0001
Carlotta Floorplans 0323 Part 8 Page 0001

Places of interest near The Carlotta

Address 4.1 miles from city center Info Estimated distance in miles from Palm Desert's city center to The Carlotta's address, calculated via Google Maps. — 0.94 miles to nearest hospital (Clinivoy Infusion)

Calculate Travel Distance to The Carlotta

Add your location

Address

Financial Assistance for
Assisted Living in California

The Carlotta is located in Palm Desert, California.
Here are the financial assistance programs available to residents in California.

Get Financial aid guidance

Multipurpose Senior Services Program

MSSP (Medi-Cal Waiver)

Age 65+
General California resident, Medi-Cal eligible, nursing home risk.
Income Limits (2025) ~$2,829/month 300% FBR, individual
Asset Limits $2,000 (individual), $3,000 (couple).
CA

County-managed; waitlists possible.

Benefits
In-home support (4-6 hours/day) Respite care (14 days/year) Meals (~$6/meal) Transportation (8 trips/month) Care management

In-Home Supportive Services (IHSS)

California IHSS

Age 65+
General California resident, Medicaid-eligible or low-income.
Income Limits ~$1,732/month individual, Medi-Cal threshold
Asset Limits $2,000 individual
CA

Can hire family as caregivers.

Benefits
Personal care (up to 283 hours/month) Homemaker services Respite (varies)

Multipurpose Senior Services Program (MSSP)

CA MSSP

Age 65+
General California resident, Medi-Cal-eligible, nursing home-eligible but community-capable.
Income Limits ~$2,829/month 300% FBR, individual
Asset Limits $2,000 individual
CA

Available in 38 counties; waitlists common.

Benefits
Case management Respite care (up to 10 days/year) Minor home mods (avg. $500) Adult day care (~$50/day)

Property Tax Postponement Program (PTP)

CA PTP

Age 62+
General California resident, own and live in home, 40% equity.
Income Limits (2025) ~$51,500/year household, adjusted annually
Asset Limits Equity-based; no strict asset cap.
CA

Deferred taxes accrue interest (5% as of 2024); repaid upon sale/death.

Benefits
Property tax deferral (avg. $1,000-$3,000/year, varies by county)

Assisted Living Waiver (ALW)

CA ALW

Age 65+ or disabled
General California resident, Medi-Cal-eligible, nursing home-eligible.
Income Limits ~$2,829/month 300% FBR, individual
Asset Limits $2,000 individual
CA

Available in 15 counties (e.g., LA, Sacramento); waitlists common.

Benefits
Personal care in ALFs (5-7 hours/day) Medication management Social services

California CARES Program

CA CARES

Age
General Caregivers of California residents 60+ needing help with 3+ daily activities; no caregiver age limit.
Income Limits No strict limit; cost-sharing above ~$2,500/month threshold.
Asset Limits Not applicable; need-based.
CA

High demand in urban areas; complements IHSS respite.

Benefits
Respite care (up to 10 days/year) Counseling (4-6 sessions/year) Training (2-3 workshops/year) Supplies (~$200/year)

Compare Assisted Living around Palm Desert

The information below is reported by the California Department of Social Services and Department of Public Health.

Atria Hacienda
AL

Assisted Living A licensed, long-term care setting for seniors or individuals with disabilities who need help with daily activities — like bathing, dressing, and medication management — but not 24-hour skilled nursing. Offers housing, meals, and around-the-clock support while aiming to maximize resident independence.

NH

Nursing Home Licensed facility providing 24/7 skilled nursing care for residents with complex, ongoing medical needs. Staffed by RNs, LPNs, and CNAs. Inspected and star-rated annually by CMS. Accepts Medicare (short-term rehab) and Medicaid (long-term care).

IL

Independent Living Lifestyle-focused communities for older adults offering dining, activities, and transportation with minimal personal care. Best for active, independent seniors who want community without medical support.

MC

Memory Care Secured, specialized care for people living with Alzheimer's or dementia. Staff trained in cognitive impairment, with higher staff-to-resident ratios and an environment designed to reduce confusion and wandering risk.

Palm Desert
266
Facility 266
CA AVG 103
Rank #74 / 1657
Yes
75
Facility 75
CA AVG 57
Rank #563 / 2092
77
Facility 77
CA AVG 81
Rank #925 / 1401
5
39
Facility 39
CA AVG 13
Rank #1314 / 1397
2
Facility 2
CA AVG 3
Rank #600 / 1164
31
Facility 31
CA AVG 13
Rank #123 / 1487
60.2%
Facility 60.2%
CA AVG 74.8%
Rank #1098 / 1368
-Wg Hacienda Sh LP; Atria Management Co LLCStudio / 1 Bed / 2 Bed
The Carlotta
AL

Assisted Living A licensed, long-term care setting for seniors or individuals with disabilities who need help with daily activities — like bathing, dressing, and medication management — but not 24-hour skilled nursing. Offers housing, meals, and around-the-clock support while aiming to maximize resident independence.

Palm Desert
250
Facility 250
CA AVG 103
Rank #86 / 1657
Yes
5
Facility 5
CA AVG 57
Rank #2010 / 2092
93
Facility 93
CA AVG 81
Rank #242 / 1401
1
8
Facility 8
CA AVG 13
Rank #762 / 1397
0
Facility 0
CA AVG 3
Rank #1 / 1164
3
Facility 3
CA AVG 13
Rank #1210 / 1487
76.0%
Facility 76.0%
CA AVG 74.8%
Rank #1092 / 1368
A+Well Oak Ccrc Tenant LLC; Oakmont Et AlStudio / 1 Bed / 2 Bed
Segovia
AL

Assisted Living A licensed, long-term care setting for seniors or individuals with disabilities who need help with daily activities — like bathing, dressing, and medication management — but not 24-hour skilled nursing. Offers housing, meals, and around-the-clock support while aiming to maximize resident independence.

Palm Desert
182
Facility 182
CA AVG 103
Rank #208 / 1657
Yes
59
Facility 59
CA AVG 57
Rank #1088 / 2092
95
Facility 95
CA AVG 81
Rank #108 / 1401
1
2
Facility 2
CA AVG 13
Rank #324 / 1397
0
Facility 0
CA AVG 3
Rank #1 / 1164
2
Facility 2
CA AVG 13
Rank #1300 / 1487
79.1%
Facility 79.1%
CA AVG 74.8%
Rank #615 / 1368
-Well Oak Ccrc Tenant LLC; Oakmont Management GroupStudio / 1 Bed / 2 Bed
Atria Palm Desert
AL

Assisted Living A licensed, long-term care setting for seniors or individuals with disabilities who need help with daily activities — like bathing, dressing, and medication management — but not 24-hour skilled nursing. Offers housing, meals, and around-the-clock support while aiming to maximize resident independence.

NH

Nursing Home Licensed facility providing 24/7 skilled nursing care for residents with complex, ongoing medical needs. Staffed by RNs, LPNs, and CNAs. Inspected and star-rated annually by CMS. Accepts Medicare (short-term rehab) and Medicaid (long-term care).

IL

Independent Living Lifestyle-focused communities for older adults offering dining, activities, and transportation with minimal personal care. Best for active, independent seniors who want community without medical support.

Palm Desert
154
Facility 154
CA AVG 103
Rank #327 / 1657
Yes
62
Facility 62
CA AVG 57
Rank #982 / 2092
88
Facility 88
CA AVG 81
Rank #513 / 1401
4
13
Facility 13
CA AVG 13
Rank #953 / 1397
0
Facility 0
CA AVG 3
Rank #1 / 1164
30
Facility 30
CA AVG 13
Rank #129 / 1487
43.5%
Facility 43.5%
CA AVG 74.8%
Rank #1308 / 1368
-Wg Palm Desert Inc; Atria Management Co LLCStudio / 1 Bed / 2 Bed

Frequently Asked Questions about The Carlotta

Who is the owner of The Carlotta?

The legal owner and operator of The Carlotta is Well Oak Ccrc Tenant Llc; Oakmont Et Al.

Is The Carlotta in a walkable area?

The Carlotta has a walk score of 5. Car-dependent. Most errands require a car, with limited nearby walkable options.

What is the occupancy rate at The Carlotta?

The Carlotta's occupancy is 76%.

Who is the administrator of The Carlotta?

John Brennan is the administrator of The Carlotta.

How many beds does The Carlotta have?

The Carlotta has 250 beds.

Has The Carlotta had any recent deficiencies or citations?

The Carlotta has no recently reported deficiencies or citations.

Are there photos of The Carlotta?

Yes — there are 5 photos of The Carlotta in the photo gallery on this page.

Guides for Better Senior Living

Care Cost Calculator: See Prices in Your Area

Nursing Home Data Explorer

Don’t Wait Too Long: 7 Red Flag Signs Your Parent Needs Assisted Living Now

The True Cost of Assisted Living in 2025 – And How Families Are Paying For It

Understanding Senior Living Costs: Pricing Models, Discounts & Financial Assistance

Explore Open Rooms
1 Contact details
2 What type of senior care service are you looking for?
3 What budget do you have in mind for senior care?
4 How soon do you need to find care?
5 Additional details

Thank you for your interest!

Our team will be in touch shortly to help with next steps.