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Carlson Wealth
CARLSON WEALTH, LLC is a state-registered investment adviser in OMAHA, NE. The firm manages approximately $30 million in regulatory assets. It has 4...
Overview
CARLSON WEALTH, LLC is a state-registered investment adviser in OMAHA, NE. The firm manages approximately $30 million in regulatory assets. It has 4 employees and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Omaha
Corporate office
Boca Raton, FL, United States
Sector focus
Frequently asked questions
What is the geographic focus of Carlson Wealth's investments?
Public records indicate the firm is based in Boca Raton, Florida, with registered business filings in that state. Its investment activities appear concentrated in the southeastern United States, though specific deals are not publicly documented.
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