Carson Wealth Acquires Integrated Wealth


May 8, 2023

On April 18, 2023, Carson Wealth announced the acquisition of Integrated Wealth Advisory Services.

Under the terms of the agreement, Carson Wealth (“Carson”) has acquired all the assets of Integrated Wealth Advisory Services (“Integrated Wealth”). Integrated Wealth’s financial advisors received equity in Carson as part of the transaction. Further terms were not disclosed.

Carson, based in Omaha, Nebraska, is an investment advisory firm. Carson is a part of the Carson Group, which has $20 billion in assets under management.

Integrated Wealth, based in Overland Park, Kansas, is a full service investment manager offering services to individuals and families. Integrated Wealth has approximately $400 million in assets under management. Echelon Partners served as Integrated Wealth’s mergers and acquisitions advisor for this transaction.

To read the press release: please click here.

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