On June 10, 2025, Carson Group announced its acquisition of Wambolt & Associates.
Carson Group announced, on June 10, 2025, its acquisition of Wambolt & Associates (“Wambolt”). Wambolt’s existing team will remain in place under the terms of the deal. Further terms of the transaction were not disclosed.
Carson Group, based in Omaha, Nebraska, is a registered investment advisor offering personalized financial planning, investment management, and business consulting services. As of January 2025, Carson Group managed over $42 billion in assets.
Wambolt, based in Littleton, Colorado, is a registered investment advisor delivering investment solutions and tax reduction strategies to high-net-worth families, executives and business owners. Wambolt manages approximately $570 million in assets. DeVoe & Co. operated as advisor to Wambolt in the deal.
To read the press release: please click here.