On June 7, 2024 and June 10, 2024, Carson Group Holdings, LLC acquired Avery Wealth and Three Sixth Wealth Management.
Carson Group Holdings, LLC (“Carson”) has added two advisory teams, Avery Wealth (“Avery”) and Three Sixty Wealth Management (“Three Sixty”), to its in-house registered investment advisory firm, Carson Wealth Management (“CWM”). On June 7, 2024, an SEC filing showed that CWM had added Three Sixty to its Form ADV, and on June 10, 2024, another SEC filing showed that CWM had added Avery to its Form ADV. Further terms of the transactions were not disclosed.
Carson, based in Omaha, Nebraska, is a holdings company that provides a variety of financial, wealth planning, insurance, and investment management services to customers through its subsidiaries. As of March 2024, Carson manages roughly $34 billion in assets.
Avery, based in Jackson, Michigan, is a wealth management firm providing financial planning and investment management services. As of March 2024, Avery had approximately $201 million in discretionary assets under management.
Three Sixty, based in Bloomington, Illinois, is a wealth management firm providing financial planning, investment management, and retirement planning services to its customers. As of March 2024, Three Sixty had reported managing approximately $135 million of assets on a discretionary basis.
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