Carson Wealth Management

EST. AUM
$50,579,657,663

CONTACTS
44

CLIENT ACCOUNTS
154,206

Firm Details

Metro area Omaha
CRD Number 155344
Website carsonwealth.com
Client types

Overview

Founded in 1983, Carson Wealth has grown to become a Barron's Hall of Fame firm, serving clients through holistic financial planning, disciplined investment strategies, and proactive personal service. Ron Carson is founder and CEO of Carson Wealth, Barron’s Hall-of-Fame wealth advisor, one of Forbes top wealth advisors in America, radio talk show host, industry innovator, Forbes contributor and New York Times bestselling author. Mr. Carson is regularly featured on network television including FOX Business and CNBC and serves on the Financial Advisor Council of CNBC. Throughout 35 years as a financial advisor and entrepreneur, Ron always believed in a massive transformative purpose to be the most trusted for financial advice – to provide families and individuals with straightforward guidance, extensive experience and full transparency when it comes to planning their financial future. In March 2023, Carson acquired Shobe Financial Group in Baton Rouge LA with $500 M AUM In Sept 2023, Carson acquired FAI Wealth Management in Columbia, MD with $300 M AUM

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Carson Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

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