Sarasota financial firm acquired by national wealth advisory company

A Sarasota financial firm has been acquired by a Nebraska-based company. SRQ Wealth is now owned by Carson Group, a wealth advisory firm out of Omaha. Carson Group is a subsidiary of Carson Group Holdings LLC, which has $42 billion in assets under management.

SRQ Wealth will continue to be led by Managing Partner and Senior Wealth Advisor Steve Martin along with his partners Karin Grablin and Justin Salemy. In addition, the business will keep operating under the name SRQ Wealth, according to a statement. 

Currently the agency on Tuttle Avenue in Sarasota manages $365 million in assets, according to the statement. SRQ Wealth has been a partner with Carson Group since 2019, benefiting from operational support, but had been independently owned.