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- Custodian
- Altruist · Charles Schwab & Company · Fidelity/NFS · TD Ameritrade · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-01-2010
- Office Locations
- 218
Office Locations
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.
Reported data analysis
What the numbers show
Between December 23, 2025 and August 17, 2026, reported AUM increased 49.8%, from $33.8B to $50.6B.
Across 5 reported observations, AUM increased 168.3% between November 10, 2022 and August 17, 2026, from $18.8B to $50.6B.
Of the latest reported AUM, 97.8% is discretionary and 2.2% is non-discretionary.
The firm reports 472 advisory representatives and 52,917 clients, or 112.1 clients per representative. That equates to $955.8K in reported AUM per client.
The profile lists 218 reported office locations and 15 years in operation. The source data was last updated on August 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full CWM, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARK DANIEL APPLEGARTH
Chief Financial Officer, DIRECTOR
- CRD
- #5243868
- Ownership
- Less than 5%
JOHN THOMAS BOYLE
Senior Vice President
- CRD
- #1242536
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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BRIAN NIKOLAS AAMLID
Wealth Advisor
- CRD
- #6868599
DAVID JEFFERY ABBS
Advisor
- CRD
- #1031068
Showing 2 of 666 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,464,325,511 | $337,035 |
| Non-Discretionary | $1,115,332,152 | $149,850 |
| Total | $50,579,657,663 | $328,001 |
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Separately Managed Accounts
SMA allocation detail is available
CWM, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
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CWM, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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