Bethesda, MD Office
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Carson Wealth
Enterprise
Firm-wide stats for Carson Wealth
About
CWM, LLC is an SEC‑registered investment adviser operating an enterprise platform that oversees roughly $50.6 billion through a network of partner offices and more than 650 advisors. The firm provides a range of services including discretionary asset management, financial planning, variable sub‑account management for annuities, sub‑advisory relationships, and retirement plan services (including 3(38) investment management via a Vestwell partnership).
The firm’s investment work is driven by an Investment Committee that constructs and monitors model portfolios using both fundamental and technical inputs, and it offers tailored solutions such as Orion Custom Indexing, access to iCapital alternative investments, and third‑party sub‑advisors. CWM delivers ongoing portfolio oversight, IPS‑driven selection and monitoring, and integrates custodial and technology relationships (Fidelity, Schwab, Goldman Sachs) to support execution, reporting, and fee billing.
Compared with many large peers, the brochure discloses marketing of predecessor performance, an activity that is relatively uncommon among enterprise advisors of this size, and it highlights extensive platform and commercial arrangements (revenue sharing with Flourish Cash, parent‑company investments in document providers, a Premier Partner investment universe and lead‑generation program) that shape how services are delivered. The firm emphasizes corporate, institutional and high‑net‑worth business lines and describes its retirement fiduciary capabilities prominently while the brochure does not emphasize services targeted specifically to charitable organizations.
Based on Carson Wealth
Expertise
Based on Carson Wealth
Location
7910 Woodmont Ave #900
Bethesda MD 20814
Advisors at this office
3
Advisors at this office
J. Hunter H
CFP®, Series 66
Bethesda, MD
Carson Wealth
J. Hunter Hart is a CFP® and Series 66-credentialed advisor with 14 years of industry experience. He is affiliated with Carson Wealth and has held prior roles at Cetera Wealth Services, LPL Financial, and Merrill. Hart is also involved with Equity Planning, Inc. and CWM, LLC, both SEC-registered firms where he provides financial planning and advisory services. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients using a model portfolio approach overseen by an Investment Committee, and it integrates various technology and custodial partnerships to support portfolio management and reporting.
Kyle S
Series 65, Series 63
Bethesda, MD
Carson Wealth
Kyle Schliefer is a financial advisor with Carson Wealth, holding Series 65 and Series 63 licenses, and has three years of industry experience. He previously worked at Cetera Wealth Services, LLC and is also involved with Equity Planning Inc., providing operational support. Outside of finance, Schliefer has pursued a long-term career as a professional actor in theatre and film. Carson Wealth operates an enterprise platform with over 650 advisors and manages approximately $50.6 billion. The firm offers a range of services including discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using both fundamental and technical input.
Eugene D
Series 63, Series 65
Bethesda, MD
Carson Wealth
Eugene Daniller is a financial advisor at Carson Wealth with Series 63 and Series 65 credentials and 31 years of industry experience. He has held roles at firms including Cetera Wealth Services, Wells Fargo Clearing, and Banc of America Investment Services. Daniller is also involved as an investment advisory representative with CWM, LLC, providing discretionary investment management and financial guidance. Carson Wealth is an SEC-registered enterprise platform overseeing approximately $50.6 billion through more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, with an investment approach guided by a committee that constructs and monitors portfolios using fundamental and technical analyses.
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