Dallas, TX Rambler Road 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
7557 Rambler Road, Suite 101
Dallas TX 75231
Advisors at this office
3
Advisors at this office
Sean P
CFP®, Series 66
Dallas, TX
Carson Wealth
Sean Phillips is a CFP® and holds a Series 66 license, with 21 years of industry experience. He is currently with Carson Wealth, where he has worked since 2019. Prior to that, he held roles at Chessman Wealth Strategies, 1st Global Advisors Inc, CPF Texas, LPL Financial, and UBS Financial Services. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion in assets. The firm provides discretionary asset management, financial planning, sub-advisory services, and retirement plan management, utilizing an Investment Committee to construct and monitor model portfolios and offering customized solutions such as Orion Custom Indexing and access to alternative investments.
Owen M
Series 65
Dallas, TX
Carson Wealth
Owen Mc Cone is a financial advisor with Carson Wealth, holding a Series 65 designation and based in Dallas, TX. He has been in the industry since 2026 and has held positions at several firms including CWM, LLC, Chessman Wealth Strategies, Vineyard Family Wealth Advisors, Integrity Road Wealth Partners, and Northwestern Mutual. Prior to entering the financial industry, he worked in education at Liberty University, Fayetteville High School, and Woodland Junior High School. 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 offers discretionary asset management, financial planning, retirement plan services, and access to alternative investments through a model portfolio approach overseen by an Investment Committee.
Wade C
CFP®, Series 63
Dallas, TX
Carson Wealth
Wade Chessman is a CFP® professional with 22 years of industry experience, currently serving at Carson Wealth since 2019. He previously operated Chessman Wealth Strategies for 15 years. Outside of advising, Chessman is involved in recommending clients for healthcare sharing and Medicare supplemental insurance programs. Carson Wealth is an enterprise platform overseeing approximately $50.6 billion through a network of over 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that manages model portfolios and offers tailored investment solutions.
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