Canonsburg, PA Southpointe Blvd 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
380 Southpointe Blvd, Suite 200
Canonsburg PA 15317
Advisors at this office
3
Advisors at this office
Thomas B
Series 66
Canonsburg, PA
Carson Wealth
Thomas Brown is a financial advisor with Carson Wealth, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Ameriprise, LPL Financial, and Aptus Wealth Planning, among others. Brown also serves as president of Bridges Private Wealth, a financial services firm. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee that manages model portfolios and offers tailored solutions including custom indexing and access to alternative investments.
Robert V
Series 63, Series 65
Canonsburg, PA
Carson Wealth
Robert Vettorel is a financial advisor with Carson Wealth in Canonsburg, PA, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. His prior roles include positions at LPL Financial, Walnut Street Securities, and several wealth management firms, including his ownership of RBV Wealth Management, LLC. He also serves as head of the Wealth Management Services division at Washington Financial and operates as an investment advisory representative with CWM, LLC dba Carson Group Partners. CWM, LLC is an SEC-registered investment adviser that oversees approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee to construct model portfolios and providing specialized solutions such as custom indexing and access to alternative investments.
Nicholas R
Series 66
Canonsburg, PA
Carson Wealth
Nicholas Rawlins is a Series 66 licensed financial advisor with five years of industry experience, currently affiliated with Carson Wealth. His work history includes roles at CWM, LLC dba Carson Partners and Cetera Wealth Services, among others. Outside of financial services, Rawlins serves as vice chairman on the board of the Washington County Transportation Authority and holds board positions with Washington Youth Baseball and Washington Cemetery, reflecting engagement in local community organizations. Carson Wealth is an SEC-registered investment adviser overseeing approximately $50.6 billion through more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that manages model portfolios and provides tailored investment solutions integrating custodial and technology partnerships.
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