Firm profile

CARSONALLARIA WEALTH MANAGEMENT, LTD.

GLEN CARBON, ILCRD 157998Latest ADV March 16, 2026

Carsonallaria Wealth Management, Ltd. is an SEC registered investment adviser with a primary office location in Glen Carbon, IL. Its latest Form ADV filing, dated March 16, 2026, reports $792M in regulatory assets under management, 9 employees, 1 office, and 1,871 accounts.

Assets Under Management
$792M
Employees
9
Offices
1 office
Total Clients
647
Primary office
GLEN CARBON, IL
1 GINGER CREEK MEADOWS DR, GLEN CARBON, IL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJoseph M. Allaria

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 71.3% of total clients.
Top client categories% of clientsClients
1
Individuals
71.3%
461
2
HNWI
26.3%
170
3
Pension Plans
2.2%
14
4
Charitable
0.2%
1
5
Government
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
State or municipal government entities (including govt. pension plans)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$792Mas of March 16, 2026
Discretionary100.0%
$792M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$792M
Total Accounts1,871
10Y AUM Change+$618M (+355.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees9
Clients per Employee72:1
10Y Employee Change+6 (+200.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.