Carlson Wealth, LLC

RIASEC Registered

Total AUM

$29.5M

Discretionary

$29.5M

100% of AUM

Avg account

$84.9K

Accounts

348

Employees

Advisory reps

Firm details

Headquarters: Omaha, Nebraska
CRD number: 318362
Website: www.msc-wealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals73.28%
HNWI26.72%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Carlson Wealth, LLC is an independent registered investment adviser organized as an LLC that focuses on individual and family clients. The firm delivers financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its documented fee arrangements include a percentage-of-AUM fee and hourly billing. Carlson Wealth engages outside managers for alternative exposures rather than operating as a capital allocator or a related adviser. The record indicates an industry affiliation with an accountant and does not list ESG investing among its active strategies.