Carson Wealth Takes Equity Stake in Integrated Wealth (Overland Park)
April 18, 2023
Carson Wealth announced an equity partnership with Overland Park-based Integrated Wealth, bringing the six-person advisory team into Carson’s network and rebranding the firm as Carson Wealth. The deal gives Integrated Wealth access to Carson’s technology, investment offerings and operating resources to support growth of its $400 million AUM practice and expand Carson’s footprint into Kansas.
- Buyers
- Carson Wealth
- Targets
- Integrated Wealth
- Industry
- Financial Services
- Location
- Kansas, United States
- Transaction Type
- Growth capital
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