Wasilla, AK Office

Team
Updated today
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Carson Wealth

Enterprise

Firm-wide stats for Carson Wealth

Total advisors

656

Across 225 offices

Clients per advisor

80 High

Avg AUM per client

$875,860 High

HNW client ratio

14% Typical

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

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies

Based on Carson Wealth

Location

3706 E Meridian Loop

Wasilla AK 99654

Advisors at this office

4

Advisors at this office

user avatar

Floyd S

Series 63, Series 65

Wasilla, AK

Carson Wealth

Floyd Shilanski is a financial advisor with Carson Wealth based in Wasilla, AK, holding Series 63 and Series 65 credentials and having 43 years of industry experience. He has worked at Shilanski & Associates, Inc. since 1983 and with Summit Brokerage Services, Inc. for 17 years. Outside of his advisory role, he organizes fishing groups for Alaska trips and serves as a motivational coach for professionals in the financial field. 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 serves corporate, institutional, and high-net-worth clients, providing discretionary asset management, financial planning, and tailored investment solutions through a model portfolio approach overseen by an Investment Committee.

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies
user avatar

Micah S

CFP®, Series 63

Wasilla, AK

Carson Wealth

Micah Shilanski is a CFP® with 21 years of industry experience, currently serving as an advisor at Carson Wealth. His prior experience includes over a decade at Summit Brokerage Services Inc and managing Shilanski & Associates for 25 years. He holds leadership roles in several nonprofit and community organizations, including serving as president of Friends of Birchwood and the Freedom Point Condo Association. Carson Wealth operates an enterprise platform overseeing approximately $50.6 billion through more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by a centralized Investment Committee and a suite of customized portfolio solutions.

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies
user avatar

Edward H

Series 63, Series 65

Wasilla, AK

Carson Wealth

Edward Hoyt is a financial advisor at Carson Wealth with Series 63 and Series 65 credentials and eight years of industry experience. He previously worked at Shilanski & Associates, Inc. from 2017 to 2025 before joining Carson Wealth. Carson Wealth 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, offering discretionary asset management, financial planning, retirement plan services, and tailored investment solutions supported by an Investment Committee and extensive custodial and technology relationships.

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies
user avatar

Jamie S

Series 66

Wasilla, AK

Carson Wealth

Jamie Shilanski is a financial advisor at Carson Wealth with 13 years of industry experience and holds a Series 66 designation. He has held various roles since 1998, including leadership positions at Shilanski & Associates, Inc. Outside of his advisory work, Shilanski serves as CFO of Tier 1 Veterinary Medical Center and is involved in consulting and team-building activities through Bristol Ann Wild, LLC and Retirement Tax Services, LLC. Carson Wealth is an SEC-registered enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios and customized investment solutions supported by a centralized Investment Committee.

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies
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