CARLSON WEALTH, LLC

Overview

Carlson Wealth, LLC is a small, independent registered investment adviser that focuses on serving individual and family clients, along with small business relationships. The firm delivers financial planning and discretionary portfolio management alongside educational seminars and workshops, charging both a percentage-of-AUM fee and hourly advisory fees. Its operating profile—concentrated in a single state and not positioned as a capital allocator—suggests a hands-on, client-facing practice that outsources manager selection when moving beyond core public markets. Investment activity centers on pooled public funds and mutual funds as the primary vehicle for client exposure. Carlson Wealth supplements that core with access to third‑party alternative managers for hedge funds, real estate and private credit when appropriate. The firm is not identified as an active ESG investor, and it does not register or promote pension consulting or multi‑state advisory programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices