About Carson Wealth
Carson Wealth is a company based in Omaha (United States) founded in 1983. Wealth management services are provided to individuals and families. Carson Wealth has raised $35 million across 1 funding round from investors including Long Ridge. Carson Wealth has completed 3 acquisitions, including Ovation Wealth Advisors, Wamboltwealth and White Ember. Its website carsonwealth.com draws about 38 thousand monthly visits. Carson Wealth offers products and services including Financial Planning and Retirement Planning. Its legal entity is CWM, LLC.
Company details
Carson Wealth was founded in 1983 in Omaha, United States. Operations are conducted in the financial services sector, with a focus on wealth management. Investment advisory, financial planning, and retirement services are offered to clients through personalized strategies. The firm maintains its headquarters in Omaha, serving clients nationwide via the domain carsonwealth.com. Core activities emphasize portfolio management and estate planning support.
- Total Equity Funding$35M (USD)
in 1 rounds
- Latest Funding Round$35M (USD), Private Equity Round
May 2016
- Investors
- Investments & AcquisitionsOvation Wealth Advisors
& 2 more
Products & Services of Carson Wealth
Carson Wealth offers a comprehensive portfolio of products and services, including Financial Planning and Retirement Planning.
Comprehensive financial plans are developed to address clients' overall financial pictures and goals
Retirement strategies are formulated to help clients prepare for and manage their retirement needs
Apps and channels of Carson Wealth
its YouTube channel Carson Wealth has 693 subscribers and 30 videos.
Videos from Carson Wealth
The most watched videos on Carson Wealth's YouTube channel, Carson Wealth (693 subscribers). Click a video to play it here.
More on Carson Wealth.
Funding Insights of Carson Wealth
Carson Wealth has successfully raised a total of $35M through 1 strategic funding round. The most recent funding activity was a Private Equity Round of $35 million completed in May 2016. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $35M
- Total Rounds 1
- Last Round Private Equity Round — $35M
- First Round $35M
(May 2016)
- Investors Count 1
All 1 funding rounds of Carson Wealth with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May 2016 | $35M | Private Equity Round | – | – |
1 investors in total: 1 institutional.
Investors in Carson Wealth
Carson Wealth has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Long Ridge.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
| long-ridge.com |
Investor details for Carson Wealth
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Carson Wealth
34 people are tracked at Carson Wealth (15 in leadership, 19 in team).
| Name | Role | Group |
|---|---|---|
Brad Dillon | Managing Director | Leadership |
Michael David | Managing Director, Partner & Wealth Advisor | Leadership |
Amy Constable | Regional Director, Advisor Support | Leadership |
Amy Owen Cadwell | Chief Financial Officer | Leadership |
Ron Carson | Founder & CEO | Leadership |
Jeffrey P. Couzens Cfp® | Managing Director | Leadership |
Jane Vlcek | Director Of First Impressions | Leadership |
Peggy Monahan | Director | Leadership |
Katie McGuire | Vp, Director Of Operations | Leadership |
Paul West | Managing Partner | Leadership |
Michael Garmone Cexp™ Crpc® | Wealth Advisor, Partner | Leadership |
Stephanie Knapp | Vice President, Advisor Support | Leadership |
Allan Sheahan Cfp® | Partner, Director Of Wealth Strategies | Leadership |
Mark Anleitner | Partner, Wealth Advisor | Leadership |
Karen Brown | Regional Director, Advisor Support | Leadership |
Mary McDonald | Relationship & Operations Manager | Team |
Gracie Cadwell | Relationship Manager | Team |
Robyn Valliant | Financial Services Administrator | Team |
Grace Jackson | Client Service Associate | Team |
Thomas B. Fecteau, Jr. | Client Relationship Manager | Team |
14 more people are available in the full profile.
Complete people profiles for Carson Wealth
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Carson Wealth
Carson Wealth has strategically engaged in corporate development activities, having acquired 3 companies. Notable acquisitions include Ovation Wealth Advisors, Wamboltwealth and White Ember.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Provider of wealth management services | wamboltwealth.com | Littleton, United States | 2015 | Jun 2025 | •••• | |
Investment management services are offered by Ovation Wealth Advisors. | ovationadvisors.com | Omaha, United States | 2020 | Nov 2024 | •••• | |
Provider of financial advisory services | whiteember.com | Nevada, United States | 1987 | Jan 2023 | •••• |
Complete acquisition details for Carson Wealth
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Carson Wealth
5 dated milestones of Carson Wealth across 42 years, from founding to its latest funding, stage changes and deals.
- Founded Carson Wealth is founded.
- Funding First funding round of $35.0M.
- Acquisition Acquires White Ember.
- Acquisition Acquires Ovation Wealth Advisors.
- Acquisition Acquires Wamboltwealth.
Web traffic of Carson Wealth
The website of Carson Wealth (carsonwealth.com) receives about 37.9K visits a month and ranks #637,256 among all websites worldwide, #6,257 in Investing.
- Monthly visits37.9K
▼ 33.7% vs previous month
- Unique visitors26.5K
per month
- Global rank#637,256
among all websites
- Category rank#6,257
Finance · Investing
- Bounce rate54%
- Pages per visit1.6
- Average visit1 min 10 sec
- DevicesDesktop 69% · Mobile 31%
Websites whose visitors overlap most with Carson Wealth. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| carsongroup.com | 100% | 60K | #592,500 | View details | |
| horsesmouth.com | 93% | 19.2K | #1,163,657 | View details | |
| antares.com | 81% | 31.7K | #938,019 | View details | |
| lpl.com | 80% | 5.4M | #7,599 | View details | |
| ssctech.com | 80% | 92.8K | #419,314 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 26 similar websites and full traffic analytics for Carson Wealth
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 26 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
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Frequently Asked Questions about Carson Wealth
Carson Wealth was founded in 1983 and raised its 1st funding round 33 years after it was founded.
Carson Wealth is headquartered in Omaha, United States. It is registered at Omaha, Nebraska, United States.
Carson Wealth is a funded company, having raised a total of $35M across 1 funding round to date. The company's 1st funding round was a Private Equity Round of $35M, raised on May 2016.
Carson Wealth was founded in 1983 in Omaha, United States. Operations are conducted in the financial services sector, with a focus on wealth management. Investment advisory, financial planning, and retirement services are offered to clients through personalized strategies. The firm maintains its headquarters in Omaha, serving clients nationwide via the domain carsonwealth.com. Core activities emphasize portfolio management and estate planning support.
Carson Wealth offers Financial Planning and Retirement Planning.
Carson Wealth has made 3 acquisitions, including Ovation Wealth Advisors, Wamboltwealth, and White Ember.
Carson Wealth has 1 investor. Key investors include Long Ridge.
Carson Wealth operates through Cwm, Llc.