Carsonallaria Wealth Management, Ltd.
● SEC registered since 2018CRD 157998SEC# 801-112867Glen Carbon, IL
Reg. AUM
$791.8M
Employees
9
Accounts
1,871
Location
Glen Carbon, IL
Carsonallaria Wealth Management, Ltd. assets under management
Carsonallaria Wealth Management, Ltd. operates as an SEC-registered investment adviser based in Glen Carbon, IL. The firm has been registered since 2018. It reports $791.8 million in regulatory assets under management and employs 9 people.
Carsonallaria Wealth Management, Ltd. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Michael Allaria Control | Shareholder, Chief Compliance Officer, Partner | 50-75% | 2018 |
| Mark Vincent Allaria Control | Shareholder, Partner | 50-75% | 2018 |
Frequently asked questions
How much does Carsonallaria Wealth Management, Ltd. manage?
Carsonallaria Wealth Management, Ltd. reports $791.8 million in regulatory assets under management on its Form ADV.
How many employees does Carsonallaria Wealth Management, Ltd. have?
Carsonallaria Wealth Management, Ltd. reports 9 employees.
Where is Carsonallaria Wealth Management, Ltd. located?
Carsonallaria Wealth Management, Ltd. is based in Glen Carbon, IL and has been SEC-registered since 2018.
Does Carsonallaria Wealth Management, Ltd. disclose fund performance?
Carsonallaria Wealth Management, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 Ginger Creek Meadows Dr, Glen Carbon, IL 62034 |
| Phone | 618-288-9505 |
| Fax | 618-288-9506 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$791.8M▲ 40%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$791.8Mregulatory AUM
Discretionary $791.8M