Carson Wealth Management Group serves nearly $6 billion in assets under advisement, which includes assets under management*. As part of our relationship with Carson Institutional Alliance, you will receive direct access to disciplined, transparent investment strategies.
- Do you know what return you need to accomplish your goals?
- Is the team managing your portfolio equipped to do a good job?
- Do you understand the investments, the returns and the costs of your portfolio?
*Please note that the amount of CWM, LLC’s Assets Under Advisement is considerably larger than the amount of the firms regulatory Assets Under Management. Assets under Advisement include regulatory Assets Under Management reported in CWM, LLC’s Form ADV I, in addition to assets with respect to which CWM, LLC may provide consulting and/or financial planning services, but does not have any management, execution or trading authority. CWM, LLC’s regulatory Assets Under Management can be found in Item 5.F of CWM, LLC’s Form ADV I, available at http://wwww.adviserinfo.sec.gov