Carson Wealth - Westlake, OH

EST. AUM
$331,500,000

CONTACTS

CLIENT ACCOUNTS
1,064

Firm Details

Metro area Cleveland
CRD Number 119873
Website carsonwealth.com
Client types

Overview

Carson Wealth – Westlake, OH, formerly Elios Financial Group, was formed after Carson Group acquired Westlake, Ohio-based Elios Financial Group on September 14, 2026, converting the approximately $367M AUM practice into a fully integrated Carson Wealth office.

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 - Westlake, OH

Platform Details

Investment Preferences

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Address

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