M and A
Deals Of The Day: The Latest In Wealth Management M&A – Carson Group
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Carson Group
Carson Group, a
wealth advisor with more than $42 billion in AuM, is acquiring
its Carson Wealth location in Salt Lake City, Utah.
A Carson Partner firm since 2017 and Carson Wealth office since 2022, the practice is led by Duane Toney (pictured), managing director, partner and wealth advisor.
The team manages about $143 million in assets.
“Bringing on the Salt Lake City team as a wholly owned office will provide increased access to the support that really makes a difference to meeting their strategic business goals and planning for the future,” Burt White, CEO of Carson Group, said.
Carson Group is headquartered in Omaha, Nebraska.
