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CS

Carson W. Simpson

C.S WEALTH LLC
CAREY, ID
Some features on this profile are disabled
CRD#: 7838694
CS

Professional summary

Carson Wilde Simpson, who also goes by Carson Simpson, is a registered financial advisor currently at C.S WEALTH LLC located in Carey, Idaho.

Carson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Carson has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Carson Simpson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carson Wilde Simpson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 28, 2024 - Present

C.S WEALTH LLC

RIA
CRD#: 329021
CAREY, ID

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Idaho
(5/28/2024)
IAR
Utah
(8/28/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/19/2024
Uniform Investment Adviser Law Examination

Current Firm

CW
C.S WEALTH LLC
C.S INVESTMENTS LLC | C.S WEALTH LLC

CRD#: 329021 / SEC#:

Idaho
Registered Investment Advisory firm - (5/24/2024 Approved)
Utah
Registered Investment Advisory firm - (8/28/2025 Approved)
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Contact information

Main Address
Lehi, UT
Mailing Address
2377 N 1200 W #d201, Lehi, UT 84043
Phone number
(208) 721-3798
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts65
AUM (Assets Under Management)$ 1,174,234

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

C.S WEALTH LLC

CRD#: 329021Carey, ID

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