Insights

Strong Market Position Carson Wealth is one of the largest independent wealth advisory firms in the US, serving high-net-worth clients and maintaining a high revenue range of 250 to 500 million dollars, which indicates significant assets under management and a substantial client base ripe for advanced financial services and technology solutions.

Growth Through Acquisitions Recent strategic acquisitions of firms like Wambolt & Associates, Taylor Financial Group, and True North Financial Advisors demonstrate Carson Wealth’s active expansion approach, creating opportunities to offer tailored integration, onboarding, and back-office solutions to support their rapid growth.

Technology Adoption With a tech stack including WordPress, Google Analytics, and Cloudflare Bot Management, Carson Wealth shows a commitment to leveraging digital tools for client engagement and security, presenting potential for advanced marketing, CRM enhancements, and cybersecurity solutions to further enhance their digital infrastructure.

Talent and Leadership Transition The recent departure of the CEO and ongoing expansion efforts highlight a transitional phase, creating opportunities to engage with leadership and HR teams on executive coaching, leadership development, and talent acquisition services to support current organizational shifts.

Market Expansion Opportunities Expanding into new geographic regions such as New Hampshire and Vermont indicates a focus on market growth, opening doors to regional financial product offerings, localized marketing campaigns, and tailored advisory solutions to meet the needs of diverse client communities.

Carson Wealth Tech Stack

Carson Wealth uses 8 technology products and services including jsDelivr, Open Graph, WordPress, and more. Explore Carson Wealth's tech stack below.

  • jsDelivr
    Content Delivery Network
  • Open Graph
    Content Management System
  • WordPress
    Content Management System
  • Google Fonts API
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Microsoft
    Miscellaneous
  • Cloudflare Bot Management
    Security
  • Google Analytics
    Web Analytics

Media & News

Carson Wealth's Email Address Formats

Carson Wealth uses at least 1 format(s):
Carson Wealth Email FormatsExamplePercentage
FLast@carsonwealth.comJDoe@carsonwealth.com
98%
FirstLast@carsonwealth.comJohnDoe@carsonwealth.com
1%
First.Last@carsonwealth.comJohn.Doe@carsonwealth.com
1%

Frequently Asked Questions

Where is Carson Wealth's headquarters located?

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Carson Wealth's main headquarters is located at 13321 California Street Dodge Plaza, 1st Floor. The company has employees across 2 continents, including North AmericaSouth America.

What is Carson Wealth's phone number?

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You can contact Carson Wealth's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Carson Wealth's official website and social media links?

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Carson Wealth's official website is carsonwealth.com and has social profiles on LinkedInCrunchbase.

What is Carson Wealth's NAICS code?

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Carson Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does Carson Wealth have currently?

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As of December 2025, Carson Wealth has approximately 289 employees across 2 continents, including North AmericaSouth America. Key team members include CEO: D. S.Chief Executive Officer And Founder: R. C.Chief Financial Officer: A. O. C.. Explore Carson Wealth's employee directory with LeadIQ.

What industry does Carson Wealth belong to?

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Carson Wealth operates in the Financial Services industry.

What technology does Carson Wealth use?

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Carson Wealth's tech stack includes jsDelivrOpen GraphWordPressGoogle Fonts APIJSON-LDMicrosoftCloudflare Bot ManagementGoogle Analytics.

What is Carson Wealth's email format?

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Carson Wealth's email format typically follows the pattern of FLast@carsonwealth.com. Find more Carson Wealth email formats with LeadIQ.

How much funding has Carson Wealth raised to date?

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As of December 2025, Carson Wealth has raised $35M in funding. The last funding round occurred on May 24, 2016 for $35M.

When was Carson Wealth founded?

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Carson Wealth was founded in 1983.

Carson Wealth

Financial ServicesNebraska, United States201-500 Employees

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.

Section iconCompany Overview

Headquarters
13321 California Street Dodge Plaza, 1st Floor
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1983
Employees
201-500

Section iconFunding & Financials

  • $35M

    Carson Wealth has raised a total of $35M of funding over 1 rounds. Their latest funding round was raised on May 24, 2016 in the amount of $35M.

  • $250M$500M

    Carson Wealth's revenue is estimated to be in the range of $250M$500M

Section iconFunding & Financials

  • $35M

    Carson Wealth has raised a total of $35M of funding over 1 rounds. Their latest funding round was raised on May 24, 2016 in the amount of $35M.

  • $250M$500M

    Carson Wealth's revenue is estimated to be in the range of $250M$500M

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