Acquisition Opportunity Schlipman Wealth has been fully acquired by Carson Group as of January 28, 2026, signaling a strategic consolidation and potential cross-sell opportunities across Carson’s expansive client base and platform capabilities.

AUM Growth Post-acquisition, leverage the combined AUM strengths (Schlipman’s just over 500 million within Carson’s over 55 billion) to position enhanced wealth management services, exclusive access, and scalable advisory offerings to existing and new clients.

Integrated Tech Schlipman’s tech stack includes The Trade Desk, Visual Website Optimizer, Wistia, WordPress, and other tools—opportunity to upsell or standardize digital marketing, client onboarding, and data analytics across the Carson platform for efficiency and richer client insights.

Partnership Lever As a long-time Carson partner now fully acquired, there is a pathway to leverage Carson Group’s marketing, research, and investment committees to enhance productized offerings, training programs, and advisor enablement.

Market Position With proximity to prominent peers in the wealth sector and a compact team profile, there is room to attract mid-market HNW clients through expanded service lines, digital experiences, and scalable advisory models aligned with Carson’s brand and resources.