Carlson Wealth, LLC

RIAState 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 structured as a limited liability company that serves individual and family clients. The firm charges clients on an asset-based fee schedule and also offers hourly billing for certain engagements. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Carlson Wealth is not identified as an ESG investor, does not act as a capital allocator, and is not registered as a multi-state or pension consultant. Carlson Wealth received recognition in Citywire’s 2026 "50 Growers Across America" list, indicating recent attention for its growth profile among peer firms.