Investment adviser · CRD 157998
CARSONALLARIA WEALTH MANAGEMENT, LTD.
Investment adviser filing (IA)
GLEN CARBON, IL, United States · Form ADV filed Mar 16, 2026
- Regulatory AUM
- $792M Form ADV · Item 5.F
- Client accounts
- 1,871 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 170 | $445,101,566 | 56.2% |
| Individuals | 461 | $123,656,480 | 15.6% |
| Retirement plans | 14 | $115,424,940 | 14.6% |
| Government entities | Fewer than 5 | $106,867,120 | 13.5% |
| Charities | Fewer than 5 | $773,454 | 0.1% |
Filing source
Form ADV 2054458 · Mar 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 16, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1 GINGER CREEK MEADOWS DRGLEN CARBON, IL, 62034, United States
CRD 157998
Filing source
Form ADV 2054458 · Mar 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.