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Carson Wealth - Murray, UT

EST. AUM
$160,000,000

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Firm Details

Metro area Salt Lake City
CRD Number
Website carsonwealth.com
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Overview

Carson Wealth - Murray, UT is a wealth management practice and the 43rd integrated office of Carson Group, a national advisory firm with over $57 billion in assets under management. Led by Managing Partner Thom Hall, the office specializes in serving families and business owners through a values-centered planning approach. The firm recently transitioned from a partnership model to full integration with Carson Group in April 2026 to leverage the parent firm's scale, specialized expertise, and technological infrastructure. Its core services focus on investment strategy, tax minimization, and complex retirement planning, with a significant emphasis on business exit planning and liquidity events.

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Address

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

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