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CARLSON WEALTH, LLC
CRD 318362
11128 JOHN GALT BLVD., SUITE 125, OMAHA, NE, 68137, United States
Phone
402-999-7513
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$29.5M
Discretionary AUM
$29.5M
Team
4 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 175 | $21.6M |
| High net worth individuals | 16 | $7.9M |
All web addresses on file
Official SEC filing: View on IAPD