Carson Group Adds Roseville $365M Advisory Team to Partner Network
February 11, 2025
Carson Group announced a partnership with Roseville, California advisors Jerod Wurm, CFP and Casey Frye, CFP — a boutique advisory managing $365 million in AUM — which will rebrand as a Carson Wealth office. The advisors will join Carson’s partner network, giving clients access to Carson’s resources and addressing succession and continuity planning for the firm’s practice.
- Buyers
- Carson Group
- Targets
- Jerod Wurm & Casey Frye advisory (Roseville, CA)
- Industry
- Wealth Management
- Location
- California, United States
- Transaction Type
- Buyout
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