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The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers are those entities, including individual and legal persons, have significant controls over the company in focus. The offspring entities and appointments are those entities that the company in focus can influence on.

Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.

Parent entities and officers 1
  • 1
    Carlson, Steven John
    Born in August 1976
    Individual (7 offsprings)
    Officer
    2015-01-27 ~ now
    OF - Director → CIF 0
    Carlson, Steven
    Individual (7 offsprings)
    Officer
    2015-01-27 ~ now
    OF - Secretary → CIF 0
    Mr Steven John Carlson
    Born in August 1976
    Individual (7 offsprings)
    Person with significant control
    2016-04-06 ~ now
    PE - Ownership of voting rights - 75% or moreCIF 0
    PE - Ownership of shares – 75% or moreCIF 0
parent relation
Company in focus

CARLSON WEALTH MANAGEMENT LIMITED

Period: 2015-01-27 ~ now
Company number: 09408222
Registered name
CARLSON WEALTH MANAGEMENT LIMITED - now
Standard Industrial Classification
64999 - Financial Intermediation Not Elsewhere Classified
Brief company account
Property, Plant & Equipment
9,542 GBP2025-05-31
12,017 GBP2024-05-31
Debtors
Current
188,873 GBP2025-05-31
95,384 GBP2024-05-31
Cash at bank and in hand
61,511 GBP2025-05-31
44,981 GBP2024-05-31
Current Assets
250,384 GBP2025-05-31
140,365 GBP2024-05-31
Net Current Assets/Liabilities
186,454 GBP2025-05-31
104,223 GBP2024-05-31
Total Assets Less Current Liabilities
195,996 GBP2025-05-31
116,240 GBP2024-05-31
Creditors
Non-current, Amounts falling due after one year
-51,236 GBP2025-05-31
-11,806 GBP2024-05-31
Net Assets/Liabilities
142,947 GBP2025-05-31
102,151 GBP2024-05-31
Average Number of Employees
12024-06-01 ~ 2025-05-31
12023-06-01 ~ 2024-05-31
Property, Plant & Equipment - Gross Cost
Furniture and fittings
20,941 GBP2025-05-31
20,941 GBP2024-05-31
Property, Plant & Equipment - Gross Cost
20,941 GBP2025-05-31
20,941 GBP2024-05-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Furniture and fittings
11,399 GBP2025-05-31
8,924 GBP2024-05-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
11,399 GBP2025-05-31
8,924 GBP2024-05-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Furniture and fittings
2,475 GBP2024-06-01 ~ 2025-05-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
2,475 GBP2024-06-01 ~ 2025-05-31
Property, Plant & Equipment
Furniture and fittings
9,542 GBP2025-05-31
12,017 GBP2024-05-31
Trade Debtors/Trade Receivables
Amounts falling due within one year, Current
360 GBP2025-05-31
10,400 GBP2024-05-31
Other Debtors
Amounts falling due within one year, Current
187,517 GBP2025-05-31
83,867 GBP2024-05-31
Debtors
Amounts falling due within one year, Current
188,873 GBP2025-05-31
95,384 GBP2024-05-31
Total Borrowings
Non-current, Amounts falling due after one year
51,236 GBP2025-05-31
11,806 GBP2024-05-31
Bank Borrowings
Non-current
51,236 GBP2025-05-31
11,806 GBP2024-05-31
Current
13,323 GBP2025-05-31
6,586 GBP2024-05-31

Related profiles found in government register
  • CARLSON WEALTH MANAGEMENT LIMITED
    Info
    Registered number 09408222
    35 Maindy Road, Cardiff CF24 4HL
    PRIVATE LIMITED COMPANY incorporated on 2015-01-27 (11 years 4 months). The status of the company number is Active.
    The last date of confirmation statement was made at 2026-01-27
    CIF 0
  • CARLSON WEALTH MANAGEMENT LIMITED
    S
    Registered number 09408222
    35, Maindy Road, Cardiff, Wales, CF24 4HL
    Private Company Limited By Shares in Uk Register Of Companies, United Kingdom
    CIF 1
child relation
Offspring entities and appointments 1
  • 1
    CWM ASSETS LIMITED
    16538365
    35 Maindy Road, Cardiff, Wales
    Active Corporate (2 parents)
    Person with significant control
    2025-06-24 ~ now
    CIF 1 - Ownership of voting rights - 75% or more OE
    CIF 1 - Right to appoint or remove directors OE
    CIF 1 - Ownership of shares – 75% or more OE

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Contains public sector information retrieved at 22 April 2026 and licensed under the Open Government Licence v3.0.