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Carsonallaria Wealth Management, Ltd.

● SEC registered since 2018CRD 157998SEC# 801-112867Glen Carbon, IL
Export (members)
Reg. AUM
$567.5M
Employees
10
Accounts
643
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 $567.5 million in regulatory assets under management and employs 10 people.
www.facebook.com/carsonallariaView on SEC.gov ↗

Carsonallaria Wealth Management, Ltd. owners & executives

2 reported
NameTitleOwnershipSince
Joseph Michael Allaria ControlShareholder, Chief Compliance Officer, Partner50-75%2018
Mark Vincent Allaria ControlShareholder, Partner50-75%2018

Frequently asked questions

How much does Carsonallaria Wealth Management, Ltd. manage?

Carsonallaria Wealth Management, Ltd. reports $567.5 million in regulatory assets under management on its Form ADV.

How many employees does Carsonallaria Wealth Management, Ltd. have?

Carsonallaria Wealth Management, Ltd. reports 10 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

Address1 Ginger Creek Meadows Dr, Glen Carbon, IL 62034
Phone618-288-9505
Fax618-288-9506
Office hours8:30 a.m. - 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$567.5M
Non-discretionary$0
Total (RAUM)$567.5M