# Carlson Wealth Management Limited

## Details

- **Company number:** [09408222](https://find-and-update.company-information.service.gov.uk/company/09408222)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 27 Jan 2015
- **Registered office:** 35 MAINDY ROAD, CARDIFF, CF24 4HL
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified




## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Steven John Carlson | ownership-of-shares-75-to-100-percent, voting-rights-75-to-100-percent | 6 Apr 2016 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 May 2025 | £142,947 | £61,511 | 1 |
| 31 May 2024 | £102,151 | £44,981 | 1 |
| 31 May 2023 | £73,624 | £34,187 | 1 |
| 31 May 2022 | £74,471 | £49,631 | 1 |
| 31 May 2021 | £67,513 | £47,734 | 1 |
| 31 May 2020 | £64,112 | £21,931 | 1 |




## Controls

- [CWM Assets Limited](/company/16538365) (16538365)




## Companies at the same address

- [Carlson Financial Ltd](/company/15768845) (15768845)
- [CWM Assets Limited](/company/16538365) (16538365)