$29.5M Total AUM
$29.5M Disc. AUM
-- 3Y CAGR
4 Employees
191 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-28-2022
- Office Locations
- 1
Office Locations
11128 John Galt Blvd. Suite 125 Omaha NE
About Carlson Wealth, LLC
Carlson Wealth, LLC is an Omaha-based wealth manager providing comprehensive financial planning—investments plus budgeting, tax and insurance coordination, mortgages, and estate considerations (trusts/wills). The firm aligns portfolios to client risk tolerance using the Riskalyze risk scoring framework and serves retail clients, with custody support including Charles Schwab.
Team overview
59 AVG AGE
$29.5M AVG AUM / ADVISOR
$154.6K AVG AUM / CLIENT
4.4 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
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Client Personas
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CRM
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Custodian
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Fund Managers
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Investment Themes
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Technology
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Owner & Executives
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MICHAEL SCOTT CARLSON
Financial Consultant
- CRD
- #5928898
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,529,556 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,529,556 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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