Carson Group Acquires SRQ Wealth
May 28, 2025
Carson Group has fully acquired Sarasota-based SRQ Wealth, a Carson Partner firm that manages approximately $365 million in client assets. SRQ Wealth will remain led by Managing Partner Steve Martin and operate under the SRQ Wealth name as the 25th wholly owned Carson Wealth office, with the deal driven primarily by succession and business continuity goals.
- Buyers
- Carson Group
- Targets
- SRQ Wealth
- Industry
- Financial Services
- Location
- Florida, United States
- Transaction Type
- Buyout
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