Carson Group Fully Acquires $143M Carson Wealth Utah Location  

Carson Group has fully acquired a Utah-based Carson Wealth office that oversees more than $143 million in assets under management. The office, led by managing director Duane Toney, has been a Carson partner firm since 2017 and a Carson Wealth office since 2022. The team marks Carson Group’s 27th wholly owned Carson Wealth office. 

 “As a team of five, it was important to me to ensure our practice has access to a greater breadth of resources outside of our local unit and a concrete plan for the future,” Toney said. “By going wholly owned, we also benefit from increased opportunities for growth and collaboration as we connect with and learn alongside Carson Group’s community of advisors.” 

Carson Group’s CEO, Burt White, said its latest acquisition plays an instrumental role in ensuring that the affiliate has the resources and assistance necessary for building its “strategic business goals” and future endeavors.  

Earlier this month, Carson Group fully acquired Sarasota, FL-based SRQ Wealth, a Carson Partner firm that oversees $365 million in assets. In April, Carson Group also acquired its Orlando, FL-based Carson Wealth office, which oversees $150 million in assets.

Omaha, NE-based Carson Group, founded in 1983, oversees $42 billion in assets for more than 54,000 families, according to the firm.

Pictured: Duane Toney