# Carlson Wealth, LLC

> 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.

- CRD: 318362
- Filed as: CARLSON WEALTH, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Omaha, NE
- Filing period: October 2026
- Form ADV filing dated: September 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/318362
- AdvisorCensus page: https://advisorcensus.com/firm/carlson-wealth-llc-omaha-ne-318362

## Quick answers

**How is Carlson Wealth, LLC compensated?**
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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Carlson Wealth, LLC located?**
Carlson Wealth, LLC's principal office is in Omaha, NE, according to its Form ADV.

**Is Carlson Wealth, LLC registered with the SEC or a state?**
Carlson Wealth, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 318362.

**How much does Carlson Wealth, LLC manage?**
Carlson Wealth, LLC reports $29,529,556 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (100% discretionary).

**What types of clients does Carlson Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (175); high net worth individuals (16).

**Does Carlson Wealth, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $29,529,556
- Discretionary: $29,529,556
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 175 | $21,640,154 |
| High net worth individuals | 16 | $7,889,402 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, IA, NE
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [carlsonwealthllc.com](https://carlsonwealthllc.com)
- [msc-wealth.com](https://msc-wealth.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Carlson Wealth, LLC (CRD 318362): Form ADV filing data as of October 2026.