# Carlson Wealth

Carlson Wealth is a RIA based in Omaha, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Omaha, United States
- **Region:** North America
- **Address:** Boca Raton, FL, United States
- **Assets under management:** Undisclosed
- **Website:** carlsonwealthllc.com

## Regulatory record

- **CRD number:** 318362
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/318362

## About

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.

## Sectors

- Private Investments
- Real Estate
- Wealth Management

## 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.

## Related profiles

- [Occam Crest Management LP](https://altss.com/profile/occam-crest-management-lp)
- [STRATUM JMA MANAGEMENT, LLC](https://altss.com/profile/stratum-jma-management-llc)

---

Last updated: 2026-07-06T01:24:13.527Z

Canonical page: https://altss.com/profile/carlson-wealth-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology