$50.6B Total AUM
$49.5B Disc. AUM
20.8% 3Y CAGR
1,416 Employees
52,917 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- VertexGlacier +more
- Established Date
- 11-01-2010
- Office Locations
- 198
Office Locations
1 Bigelow Square, 20th Floor Pittsburgh PA
1 Centerpointe Drive, Ste. 115 Lake Oswego OR
1 North Tuttle Avenue Suite #1 Sarasota FL
About CWM, LLC
Carson Wealth provides holistic, plain-English financial planning and investment management, including retirement, estate, tax, insurance, education savings, and business-owner planning. The firm serves clients from young professionals to retirees and high-income households needing private client solutions. A differentiator for distribution teams: a structured advisor-matching program and an explicit focus on transparent, straightforward fees.
Team overview
47 AVG AGE
$107.2M AVG AUM / ADVISOR
$955.8K AVG AUM / CLIENT
4 yrs AVG TENURE
1,416 Employees
472 Advisory Reps
287 RIA Reps
15yrs Firm Age
Insights
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Accredited Investors
Legacy wave
Asset Classes
Delta Peak alpha Horizon Crest matrix Pathway pathway Quantum Alpha Atlas horizon
Client Personas
Zenith Harbor Atlas oak
CRM
Momentum
Custodian
Summit Peak pathway Frontier glacier Focus momentum Delta delta Ember ember Pioneer Catalyst meridian Atlas Wave Momentum fusion Bridge signal Peak signal Vector
Investment Themes
Pioneer timber Vector quantum Wave Oak North glacier Horizon
Investment Vehicles
Signal value Atlas vector
Platform
Element crest Ember north Element legacy Radial Zenith Element wave
Services
Ridge Wave Vertex optima Capital Ridge atlas Legacy legacy Summit oak Eagle ridge Foundation ember Focus Meridian North matrix
Technology
Matrix Meridian radial Catalyst prime Foundation Ember Horizon legacy
Owner & Executives
M
MARK DANIEL APPLEGARTH
Chief Financial Officer, DIRECTOR
- CRD
- #5243868
- Ownership
- Less than 5%
(427) 670-7332
oak.harbor@alphacapital.com
in linkedin.com/in/glacier-crest
J
JOHN THOMAS BOYLE
PRINCIPAL, Senior Vice President
- CRD
- #1242536
- Ownership
- Less than 5%
(687) 327-9903
vital.delta@summitcapital.com
in linkedin.com/in/harbor-insight
P
Pioneer pioneer
Alpha capital focus
- CRD
- #50365
- Ownership
- 49.6%
(677) 660-9391
north.alpha@beaconcapital.com
in linkedin.com/in/delta-prime
Showing 2 of 6 owners & executives
Unlock allContacts
B
BRIAN NIKOLAS AAMLID
--
- CRD
- #6868599
(285) 359-4024
oak.summit@pioneercapital.com
in linkedin.com/in/focus-prime
D
DAVID JEFFERY ABBS
Advisor
- CRD
- #1031068
(230) 366-5862
element.capital@pioneercapital.com
in linkedin.com/in/fusion-crest
U
Unison alpha
Zenith timber
- CRD
- #48768
(862) 643-3623
alpha.peak@catalystcapital.com
in linkedin.com/in/crest-matrix
Showing 2 of 620 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,464,325,511 | $271,537 |
| Non-Discretionary | $1,115,332,152 | $205,482 |
| Total | $50,579,657,663 | $270,325 |
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Separately Managed Accounts
Total SMA Asset: $50,579,657,663
Public Funds:
19.6% Equity - Exchange:
19.7% Cash:
29.6% Other:
14.1% Corporate - Investment Grade:
11.8% Equity - OTC:
5.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,403,344,396 | 19.6% |
| Equity - Exchange | $1,410,504,316 | 19.7% |
| Cash | $2,119,336,435 | 29.6% |
| Other | $1,009,548,775 | 14.1% |
| Corporate - Investment Grade | $844,870,606 | 11.8% |
| Equity - OTC | $372,315,860 | 5.2% |
| Total | $7,159,920,388 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ELEMENT TIMBER | HORIZON FOCUS | H0A08SZHT | QTJ | 0.74% | $18,209,739 |
| MERIDIAN WAVE | VERTEX PRIME | 827DFWY7M | TDZN | 7.51% | $40,299,038 |
| LEGACY ALPHA NORTH | INSIGHT OPTIMA | 9G39E8OVE | FKC | 6.14% | $77,773,920 |
| QUANTUM FUSION DELTA | SUMMIT BRIDGE | CIP0C9NE2 | ZHQH | 11.50% | $40,723,340 |
| QUANTUM EAGLE PEAK | FOUNDATION HORIZON | 135O4WJER | CZO | 0.75% | $109,439,053 |
| VALUE PRIME SUMMIT | PRIME UNISON | TNW9ISJWR | FSU | 11.53% | $58,803,696 |
| CAPITAL MOMENTUM VALUE | VECTOR VECTOR | MRWPPMH96 | OSTXF | 9.54% | $59,105,195 |
| WAVE SIGNAL QUANTUM | MOMENTUM PRIME | RMDHZVLPM | BEV | 4.29% | $89,600,739 |