Carson Wealth Management Group - Crunchbase Company Profile & Funding

Q: How much funding has Carson Wealth Management Group raised to date?

Carson Wealth Management Group has raised obfuscated.

Overview

Carson Wealth Management Group

Total Funding

obfuscation

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

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About Carson Wealth Management Group

CB Rank

341181

Carson Wealth Management Group’s mission is to inspire our clients to achieve True Wealth through education, communication and service.

Acquired by

Carson Group

Founded

obfuscation

Private

Private Equity

Omaha, Nebraska, United States

101-250

www.carsonwealth.com

Banking

Finance

Financial Services

Professional Services

Wealth Management

Funding Rounds

Private Equity

OBF

obfuscation

Key People

Ron Carson: Financial Advisor, Founder, CEO

Details

Legal Name

CWM, LLC

Operating Status

Active

Company Type

For Profit

Founders

Ron Carson

About the Company

Carson Wealth’s mission is to inspire our clients to achieve True Wealth through education, communication and service, which exceeds their expectations. Utilizing a comprehensive suite of investment management and wealth planning solutions, Carson Wealth has been serving affluent families, business owners, executives and institutions since 1983.

Phone Number

+1 402 330 0808

Contact Email

info@carsonwealth.com

Predictions & Insights

Growth Insight

See this Growth Insight

Carson Wealth Management Group is

Lorem

to be growing

Top Contributing Factors

Operations Expansion

Growth Prediction

See this Growth Prediction

Top Contributing Factors

Growth Insight

Products & Services

Financial Planning and Wealth Management

Comprehensive financial planning and wealth management services tailored to individual and family financial goals.

Net Unrealized Appreciation (NUA) Tax Strategy

A tax strategy that leverages special tax treatment of employer stock in retirement plans to potentially reduce tax liability.

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Financials

Company Funding

Funding Rounds

Investors

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Private Equity Round - Carson Wealth Management Group	1	obfuscated obfuscation	Long Ridge Equity Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Carson Wealth Management Group	1	obfuscated obfuscation	Long Ridge Equity Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Carson Wealth Management Group	1	obfuscated obfuscation	Long Ridge Equity Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Carson Wealth Management Group	1	obfuscated obfuscation	Long Ridge Equity Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Carson Wealth Management Group	1	obfuscated obfuscation	Long Ridge Equity Partners	Private Equity

Funding Rounds

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Private Equity Round - Carson Wealth Management Group	1	obfuscated obfuscation	Long Ridge Equity Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Carson Wealth Management Group	1	obfuscated obfuscation	Long Ridge Equity Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Carson Wealth Management Group	1	obfuscated obfuscation	Long Ridge Equity Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Carson Wealth Management Group	1	obfuscated obfuscation	Long Ridge Equity Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Carson Wealth Management Group	1	obfuscated obfuscation	Long Ridge Equity Partners	Private Equity

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.

Investor Name	Lead Investor	Funding Round	Partners
Long Ridge Equity Partners	Yes	Private Equity Round - Carson Wealth Management Group	—
Long Ridge Equity Partners	Yes	Private Equity Round - Carson Wealth Management Group	—
Long Ridge Equity Partners	Yes	Private Equity Round - Carson Wealth Management Group	—
Long Ridge Equity Partners	Yes	Private Equity Round - Carson Wealth Management Group	—
Long Ridge Equity Partners	Yes	Private Equity Round - Carson Wealth Management Group	—