Carson Wealth
TL;DR
National RIA that lists its Reno office as by appointment only. Nevada offices: 5470 Kietzke Lane, Suite 300, Reno, NV 89511.
$50.6 billion
Regulatory AUM
As of ADV filing 2026-09-30 (national parent)
154,206
Accounts / Clients
52,669 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
1,416
Team Size
employees, 472 advisory (national parent)
15 yrs
Years Registered
First registered 2011 (parent)
About Carson Wealth
National RIA that lists its Reno office as by appointment only. Data below is the parent, CWM, LLC.
Office: 5470 Kietzke Lane, Suite 300, Reno, NV 89511.
Best for: savers who want a low $10,000 account minimum and a national platform
Fee model and designations stated on the guide
Advisory feesCommissions disclosed in ADV 2A
Form ADV data
CRD155344 (CWM, LLC (Carson Wealth, national), national)
RegistrationSEC-registered
First registration2011
Regulatory AUM$50.6 billion
ADV filing date2026-09-30
Accounts154,206
Clients52,669 clients
Employees1,416
Advisory employees472
Fee modelAdvisory fees; ADV 2A discloses insurance and annuity commissions to advisors
Minimum$10,000 to open a managed or wrap account, exceptions possible (ADV 2A)
Disclosure events (Item 11)0
DesignationsNone named on the Reno page
The Form ADV figures above are for the national parent, CWM, LLC (Carson Wealth, national), not the Nevada office alone.
Source: SEC Investment Adviser Public Disclosure, CRD 155344, as of ADV filing 2026-09-30, pulled October 10, 2026.
Ranked on ProCloser
- 11 Best Financial Advisors in Reno, Nevada (2026 Data): rank 7 of 11 (listed as Carson Wealth (Reno))
- 8 Best DST and 1031 Exchange Advisors in Nevada (2026): rank 5 of 8 (listed as Carson Wealth (Reno))
- 12 Best Wealth Management Firms in Reno for High Net Worth: rank 10 of 12 (listed as Carson Wealth (Reno))
Client Reviews
No published reviews yet. Reviews publish once a firm has two or more verified founder reviews.