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Tungsten Wealth Management

EST. AUM
$320,000,000

CONTACTS
4

CLIENT ACCOUNTS

Firm Details

Metro area Oklahoma City
CRD Number
Website tungstenwealth.com
Client types

Overview

Tungsten Wealth Management is an independent private wealth advisory practice operating within the Carson Partner nationwide network. The firm manages approximately $320 million in baseline advisory and client brokerage structures across a regional footprint spanning Edmond and Tulsa, Oklahoma; Bentonville, Arkansas; and Lafayette/Sunset, Louisiana. Founded in 2017, the practice scaled its operational capacity in late May 2026 by migrating from LPL Financial to utilize Carson Group’s SEC-registered corporate RIA infrastructure ($58 Billion aggregate network AUM), focusing on simplifying multi-generational financial roadmaps for high-net-worth families.

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Address

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

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