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CARSONALLARIA WEALTH MANAGEMENT, LTD.
CRD 157998 · SEC 801-112867
1 GINGER CREEK MEADOWS DR, GLEN CARBON, IL, 62034, United States
Phone
618-288-9505
Fax
618-288-9506
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$791.8M
Discretionary AUM
$791.8M
Team
9 total employees; 6 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; INSURANCE COMMISSIONS
Org form
Other (specify)
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 461 | $123.7M |
| High net worth individuals | 170 | $445.1M |
| Pension/profit sharing plans | 14 | $115.4M |
| Charitable organizations | 1 | $773K |
| State/municipal entities | 1 | $106.9M |
States served
IL, NE, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD