# CARLSON WEALTH, LLC

CARLSON WEALTH, LLC of OMAHA, NE is an SEC-registered investment adviser.

## Registration

- CRD: 318362
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/318362/brochure
- Similar advisers: https://search.stillhousedata.com/firm/318362/similar
- Related entities: https://search.stillhousedata.com/firm/318362/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/318362

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.