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Carson Wealth - Green Bay, WI

EST. AUM
$410,484,462

CONTACTS

CLIENT ACCOUNTS
1,403

Firm Details

Metro area Green Bay
CRD Number 153527
Website carsonwealth.com
Client types

Overview

Carson Wealth Green Bay is a fee-based registered investment advisory office operating under the Carson Group platform. The office, formerly Harbor Wealth Management, was acquired by Carson Group and rebranded as a Carson Wealth location. It serves individuals and families in the Green Bay, Wisconsin area with financial planning and investment management. The advisory team holds fiduciary status and provides comprehensive wealth management. Carson Group collectively manages over $57 billion in assets under management as of 2026. The Green Bay office manages approximately $363 million across 1,337 client accounts. Senior advisors Eric Heus and Brent Polzin lead the local team with decades of combined experience.

Platform Details

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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