Indianapolis-based RIA managing $575 million affiliates with Ron Carson

Spectrum Wealth Management will rebrand as a Carson Wealth office

Apr 30, 2019 @ 11:49 am

By InvestmentNews

Spectrum Wealth Management, a registered investment adviser based in Indianapolis, Ind., managing $575 million, is affiliating with Carson Wealth.

In a deal Carson calls an "equity swap option," Spectrum will rebrand itself as Carson Wealth and have access to Carson's services, while its principals maintain majority ownership of their firm, Spectrum said in a release.

(More:Best Places to Work for Financial Advisers 2018: Carson Wealth)

Spectrum co-founders Bob Phillips and Leslie Thompson, who lead a team of eight, will remain with the firm and continue as decision-makers for business decisions and operations in the Indianapolis office.


What do you think?

View comments

Recommended next


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.


Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print