On January 21, 2025, Carson Group announced the acquisition of Carson Wealth Chicago.
Carson Group announced, on January 21, 2025, that Carson Wealth Chicago will transition to being wholly owned by Carson Group. Further terms of the transaction were not disclosed.
Carson Group, based in Omaha, Nebraska, is a wealth management and financial services firm. As of January 2025, Carson Group managed over $40 billion in assets under management.
Carson Wealth Chicago, based in Chicago, is an investment advisor specializing in wealth management, financial planning and retirement planning services. As of December 2024, Carson Wealth Chicago managed over $1 billion in assets under management.
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