RIA Intel›Advisers›Nebraska›CARLSON WEALTH, LLC

CARLSON WEALTH, LLC

Advisory

OMAHA, NE

Data as of Jun 16, 2026 · Source: SEC Form ADV

Average account
$85K
across 348 accounts
AUM per adviser
$30M
1 adviser

Source: SEC Form ADV. Figures as filed Jun 16, 2026.

Total AUM
$30M
Discretionary %
100%
Clients
191
Employees
4

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$30M
Discretionary AUM$30M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients191
Team
Total Employees4
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ, IA, NE
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NE

Closest by assets under management. All figures from Form ADV.

ESH HOLDINGS, LLC
$30M
PLAINS ADVISORY LLC
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$29M
EVERGREEN CAPITAL MANAGEMENT INC
OMAHA, NE
$30M
+30.6% 1Y
MICHAEL JOHN BUTKUS
OMAHA, NE
$30M
-2.2% 1Y
MODERN ASSET MANAGEMENT LLC
COLUMBUS, NE
$30M
CAMPBELL WEALTH MANAGEMENT, INC.
OMAHA, NE
$31M
+28.7% 1Y

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