Carson Wealth Chicago includes more than 15 advisors across five locations and follows Carson Group’s purchase of an independent partner firm with locations in Iowa and Las Vegas.
The self-described digital family office has also beefed up its leadership team with new roles in engineering, trading, product and finance, after recruiting 30 advisors in 2024.
The acquisitions of California-based PearTree Advisory Group and Indianapolis-based Premier Wealth Advisors bring BridgePort's AUA to just over $2 billion.