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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
12,017 GBP2024-05-31
14,822 GBP2023-05-31
Fixed Assets
12,017 GBP2024-05-31
14,822 GBP2023-05-31
Debtors
95,384 GBP2024-05-31
63,505 GBP2023-05-31
Cash at bank and in hand
44,981 GBP2024-05-31
34,187 GBP2023-05-31
Current Assets
140,365 GBP2024-05-31
97,692 GBP2023-05-31
Net Current Assets/Liabilities
104,223 GBP2024-05-31
80,238 GBP2023-05-31
Total Assets Less Current Liabilities
116,240 GBP2024-05-31
95,060 GBP2023-05-31
Net Assets/Liabilities
102,151 GBP2024-05-31
73,624 GBP2023-05-31
Equity
Called up share capital
1 GBP2024-05-31
1 GBP2023-05-31
Retained earnings (accumulated losses)
102,150 GBP2024-05-31
73,623 GBP2023-05-31
Equity
102,151 GBP2024-05-31
73,624 GBP2023-05-31
Average Number of Employees
12023-06-01 ~ 2024-05-31
12022-06-01 ~ 2023-05-31
Property, Plant & Equipment - Gross Cost
Tools/Equipment for furniture and fittings
20,941 GBP2024-05-31
20,941 GBP2023-05-31
Property, Plant & Equipment - Gross Cost
20,941 GBP2024-05-31
20,941 GBP2023-05-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Tools/Equipment for furniture and fittings
8,924 GBP2024-05-31
6,119 GBP2023-05-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
8,924 GBP2024-05-31
6,119 GBP2023-05-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Tools/Equipment for furniture and fittings
2,805 GBP2023-06-01 ~ 2024-05-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
2,805 GBP2023-06-01 ~ 2024-05-31
Property, Plant & Equipment
Tools/Equipment for furniture and fittings
12,017 GBP2024-05-31
14,822 GBP2023-05-31
Trade Debtors/Trade Receivables
10,400 GBP2024-05-31
2,305 GBP2023-05-31
Prepayments/Accrued Income
1,117 GBP2024-05-31
1,549 GBP2023-05-31
Other Debtors
83,867 GBP2024-05-31
59,651 GBP2023-05-31
Bank Borrowings/Overdrafts
Amounts falling due within one year
6,586 GBP2024-05-31
6,357 GBP2023-05-31
Taxation/Social Security Payable
Amounts falling due within one year
27,902 GBP2024-05-31
9,641 GBP2023-05-31
Accrued Liabilities/Deferred Income
Amounts falling due within one year
632 GBP2024-05-31
513 GBP2023-05-31
Other Creditors
Amounts falling due within one year
1,022 GBP2024-05-31
943 GBP2023-05-31
Bank Borrowings/Overdrafts
Amounts falling due after one year
11,806 GBP2024-05-31
18,620 GBP2023-05-31

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 2 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 shares – 75% or more OE
    CIF 1 - Ownership of voting rights - 75% or more OE
    CIF 1 - Right to appoint or remove directors OE

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