CARLSON WEALTH, LLC

CARLSON WEALTH, LLC of OMAHA, NE is an SEC-registered investment adviser (CRD 318362). Regulatory assets under management: $29.5M.

Registration

• CRD: 318362
• Type: Registered investment adviser
• Location: 11128 JOHN GALT BLVD., OMAHA, NE, 68137
• Phone: 402-999-7513
• Latest filing: 2026-06-16
• Regulatory AUM: $29.5M
• Discretionary AUM: $29.5M
• Clients: 4
• Accounts: 348

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318362 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search