Integrated Wealth

What Integrated Wealth does

Integrated Wealth is a Carson Wealth-branded wealth management office located at 4400 West 109th Street, Suite 250, Overland Park, KS 66211, serving individuals, families, and business owners in the Kansas City metropolitan area (including Lenexa, Merriam, Leawood, Fairway, Roeland Park, Olathe, and Prairie Village). The firm operates under the corporate parent CWM, LLC (SEC-registered investment advisor, CRD 155344, headquartered in Omaha, NE) and is part of Carson Partners, a nationwide partnership of advisors. Advisory services are delivered by four visible wealth advisors in the Kansas City office, including a Managing Director and a CFP®-designated advisor, supported by both in-person and virtual meetings.

The core product portfolio spans financial planning, retirement planning, investment management, estate planning, education savings, tax planning, business ownership strategies, insurance, and Private Client Services for high-net-worth households. The technology layer is non-AI and consists of a rule-based six-step Advisor Match questionnaire, interactive readiness quizzes, financial calculators, and a content marketing site organized around personal finance, retirement, estate, business, and market topics. No proprietary AI/ML models, no mobile app, no public API, and no disclosed integrations are present in the source material.

The business model is a hybrid advisory and brokerage fee structure. Investment advisory services generate AUM-based recurring fees through CWM, LLC, while securities transactions earn transaction-based commissions through Cetera Wealth Services LLC (a FINRA/SIPC member broker-dealer). Client acquisition is sales-led, driven by an online lead-capture questionnaire and a content-marketing engine that funnels prospects into a 1-hour no-obligation consultative meeting with a fiduciary advisor.

Name

Integrated Wealth

Legal name

CWM, LLC

Website

https://integratedwealthkc.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Integrated Wealth is a Carson Wealth wealth management office in Overland Park, KS providing financial planning, retirement, investment management, and estate planning services to individuals, families, and business owners in the Kansas City metro area.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industry

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

Keywords

• Wealth management services
• Financial planning advisory
• Investment management
• Retirement planning services
• Estate planning advisory

Headquarters

HQ city

Overland Park

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Brokerage Services: Securities transactions generate commissions through Cetera Wealth Services LLC. Representatives receive transaction-based compensation (commissions) for brokerage services.
2. Investment Advisory Services: Investment advisory services provided through CWM, LLC, an SEC Registered Investment Advisor. Representatives receive fees based on assets under management.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Integrated Wealth (operating as Carson Wealth) is a wealth management firm that delivers comprehensive financial advisory services to individuals, families, business owners, and retirees. Core offerings include financial planning, retirement planning, investment management, private client services, estate planning, education savings, business ownership strategies, tax planning, and insurance. Securities are offered through Cetera Wealth Services LLC (FINRA/SIPC broker-dealer) and investment advisory services through CWM, LLC, an SEC Registered Investment Advisor.

Product overview

Integrated Wealth (Carson Wealth) operates as a wealth management firm offering a unified platform of financial advisory services rather than a modular software product. The core offering comprises financial planning, retirement planning, investment management, estate planning, and insurance services delivered through licensed wealth advisors. The product portfolio includes advisory services (Financial Planning, Retirement Planning, Investment Management, Private Client Services, Estate Planning, Education Savings, Business Ownership, Tax Planning, Insurance), supplemented by client engagement tools (Advisor Match, Retirement Readiness Quiz, College Readiness Quiz, Risk Survey, 401(k) Calculator, Roth vs. Traditional IRA Calculator) and educational resources (Investment Process Guide, Estate Planning Simplified Guide, Cross-Generational Planning Guide). Services are offered at physical office locations with virtual and in-person meeting options, supported by digital assessment and planning tools.

Differentiator

Problem solved

Functional benefit

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and minor.

• Cetera Wealth Services LLCcoreChannel Partner/ Reseller/ DistributorCetera Wealth Services LLC exclusively provides investment products and services through Carson Wealth representatives. Securities are offered through this entity, a registered broker-dealer and member of FINRA/SIPC. Representatives receive transaction-based compensation (commissions) for brokerage services.
• CWM, LLCcoreStrategic or Co-development PartnerCWM, LLC is the SEC Registered Investment Advisor that provides investment advisory services through Carson Wealth advisors. Carson Partners is a nationwide partnership of advisors operated as a division of CWM, LLC. Advisory representatives receive fees based on assets under management.
• FINRA (Financial Industry Regulatory Authority)minorOthersSelf-regulatory organization for securities firms. Carson Wealth representatives are registered representatives, and Cetera Wealth Services LLC is a FINRA member.
• SIPC (Securities Investor Protection Corporation)minorOthersSIPC protects customers of broker-dealers that become insolvent. Cetera Wealth Services LLC is a member of SIPC, providing protection for client securities.

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Creative Planning: Large national RIA also headquartered in Overland Park, KS, offering comprehensive wealth management, financial planning, retirement, estate, and tax planning for individuals, families, and business owners—directly overlapping Carson Wealth's full-lifecycle service stack and geographic base.
• Carson Group: Parent organization operating the Carson Partners nationwide advisor network, of which CWM, LLC (Carson Wealth's legal entity) is a division. Provides shared RIA infrastructure, investment research, and advisor support services analogous to what supports Carson Wealth.
• Focus Financial Partners: Partnership platform supporting independent wealth management firms with back-office, technology, and compliance infrastructure—directly comparable to the Carson Partners affiliate-advisor model and similar in serving partner firms with shared fiduciary positioning.
• Cetera Financial Group: Broker-dealer and RIA support network whose Cetera Wealth Services LLC provides the exclusive securities infrastructure for Carson Wealth. Operates a comparable independent-advisor model with affiliated wealth management firms using similar hybrid commission + AUM structures.
• Commonwealth Financial Network: Independent broker-dealer and RIA support platform serving affiliated wealth advisors with similar dual revenue model (commissions + AUM fees) and hybrid virtual/in-person delivery—directly analogous to the Cetera-Carson Wealth relationship structure.
• Edelman Financial Engines: Large hybrid RIA combining traditional wealth advisory with retirement plan consulting and digital planning tools—comparable service breadth to Carson Wealth, including Private Client Services-equivalent offerings for high-net-worth segments.
• Cambridge Investment Research: Independent broker-dealer supporting affiliated RIAs and wealth advisors through a partnership model with FINRA/SIPC membership—directly comparable in structure to Carson Wealth's Cetera-affiliated advisor arrangement.
• Mariner Wealth Advisors: Overland Park, KS-headquartered RIA providing comprehensive wealth advisory, investment management, financial planning, and tax services to individuals and institutions—directly comparable in scale, service breadth, and Midwest base.

Broad incumbents

• LPL Financial: Largest independent broker-dealer in the US, supporting a broad national network of RIAs and wealth advisors. Operates as a scaled incumbent whose advisor-affiliate model overlaps with Carson Wealth/Carson Partners, but serves materially more advisors and broader client segments.
• Fidelity Wealth Services: Diversified incumbent offering wealth advisory, brokerage, retirement planning, and a digital advisor matching experience—comparable in offering breadth but materially larger in scale and operating as a captive platform rather than an independent RIA.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Integrated Wealth