Carson Wealth Management Group’s mission is to inspire our clients to achieve True Wealth through education, communication and service, which exceed their expectations. We are one of the largest wealth advisory firms in the country, serving clients through holistic financial planning, disciplined investment strategies and proactive personal service. Carson Wealth Management Group was founded on traditional values; professional knowledge, integrity, personalized service and teamwork. Our goal is to help our clients attain True Wealth - all that money can't buy and death can't take away. We understand you have unique goals and objectives and we’re passionate about helping you discover and achieve your desired outcomes. Barron's Magazine has consistently named Carson Wealth Management Group one of the top independent firms in the nation. When you meet our team, you'll understand why. Securities offered through Cetera Advisor Networks LLC, (www.finra.org and www.sipc.org). Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks or CWM, LLC and have not been reviewed by Cetera Advisor Networks or CWM, LLC as to accuracy or completeness.
View Top Employees from Carson WealthWebsite | http://www.carsonwealth.com |
Revenue | $143 million |
Funding | $2 million |
Employees | 246 (230 on RocketReach) |
Founded | 1983 |
Address | 14600 Branch St, Omaha, Nebraska 68154, US |
Phone | (888) 321-0808 |
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Industry | Financial Services, Management Consulting, Wealth Management, Business Services, Financial Planning, Investment Management |
Keywords | Holistic Financial Advice, Independent Wealth Management, Personalized Financial Advice, Comprehensive Wealth Management, Client-Focused |
Competitors | Ancora Holdings Group, Redhawk Wealth Advisors, Inc., The Colony Group, VWG Wealth Management, Wealth Management, Inc. |
SIC | SIC Code 62 Companies, SIC Code 621 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 523920 Companies, NAICS Code 5239 Companies, NAICS Code 523930 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 52392 Companies |
Looking for a particular Carson Wealth employee's phone or email?
The Carson Wealth annual revenue was $143 million in 2024.
Amy Cadwell is the CFO of Carson Wealth.
230 people are employed at Carson Wealth.
Carson Wealth is based in Omaha, Nebraska.
The NAICS codes for Carson Wealth are [523, 523920, 5239, 523930, 52, 52393, 52392].
The SIC codes for Carson Wealth are [62, 621].