{
  "crd_number": 318362,
  "slug": "carlson-wealth-llc-omaha-ne-318362",
  "primary_business_name": "CARLSON WEALTH, LLC",
  "legal_name": "CARLSON WEALTH, LLC",
  "dbas": [],
  "city": "Omaha",
  "state": "NE",
  "country": "United States",
  "cbsa_code": "36540",
  "metro": {
    "cbsa_code": "36540",
    "common_name": "Omaha",
    "msa_name": "Omaha, NE-IA",
    "path": "/advisors/ne/omaha"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2022-01-28",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-09-24",
  "carried_forward": false,
  "raum_total": 29529556.0,
  "raum_discretionary": 29529556.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 4,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 21640154.0,
      "count": 175
    },
    "high_net_worth_individuals": {
      "raum": 7889402.0,
      "count": 16
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "IA",
    "NE"
  ],
  "websites": [
    "https://carlsonwealthllc.com",
    "https://msc-wealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/318362",
  "city_as_filed": "OMAHA",
  "url": "https://advisorcensus.com/firm/carlson-wealth-llc-omaha-ne-318362",
  "display_name": "Carlson Wealth, LLC",
  "summary": "Carlson Wealth, LLC is a state-registered investment advisory firm in Omaha, NE, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 24, 2026.",
  "citation": "AdvisorCensus. Carlson Wealth, LLC (CRD 318362): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Carlson Wealth, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Carlson Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "Where is Carlson Wealth, LLC located?",
      "a": "Carlson Wealth, LLC's principal office is in Omaha, NE, according to its Form ADV."
    },
    {
      "q": "Is Carlson Wealth, LLC registered with the SEC or a state?",
      "a": "Carlson Wealth, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 318362."
    },
    {
      "q": "How much does Carlson Wealth, LLC manage?",
      "a": "Carlson Wealth, LLC reports $29,529,556 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Carlson Wealth, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (175); high net worth individuals (16)."
    },
    {
      "q": "Does Carlson Wealth, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/318362"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/carlson-wealth-llc-omaha-ne-318362.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 175,
      "fewer_than_5": false,
      "raum": 21640154.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 16,
      "fewer_than_5": false,
      "raum": 7889402.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/318362",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}