Carson Group Acquires SRQ Wealth, Marking 25th Fully Owned Carson Wealth Office
Carson Group, an Omaha, Nebraska-based wealth management firm overseeing $42 billion in assets, has fully acquired SRQ Wealth, a Sarasota, Florida-based Carson Partner firm managing $365 million in assets. Announced on May 28, 2025, this acquisition marks Carson’s 25th wholly owned Carson Wealth office. SRQ Wealth, a partner since 2019, will retain its name and leadership under managing partner and senior wealth advisor Steve Martin, alongside partners Karin Grablin and Justin Salemy.
Burt White, CEO of Carson Group, stated, “Steve and his team were looking to solve for succession and business continuity of the strong practice they’ve built, and by enhancing our partnership, SRQ Wealth will be able to grow faster and level up without skipping a beat.”
Martin added, “This partnership with Carson represents a strategic step in our vision to build a firm designed not just for today but for the next 100 years.”
The acquisition equips SRQ Wealth with enhanced resources, tools, and support, strengthening its service and innovation capabilities. The team includes associate wealth advisor Juliana Carmona and support staff Taylor Wald, Heather Diggs, Amy Treis, and Dana Towell.
This move follows Carson’s 2025 acquisition streak: in April, the firm acquired its Orlando, Florida, Carson Wealth office ($150 million in assets), originally Cadwell Wealth; earlier that month, it acquired Mommaerts Mahaney Financial Services in Marquette, Michigan ($314 million); in late January, it fully acquired its Chicago office ($1 billion across five locations); and earlier, it acquired Carson Wealth Cedar Rapids, including a Las Vegas office ($1 billion).
Carson Group’s network now spans over 150 partner offices and 50 Carson Wealth locations, serving more than 53,000 client families.