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CARSONALLARIA WEALTH MANAGEMENT, LTD.

Advisory

N·GLEN CARBON, IL

Data as of Mar 16, 2026 · Source: SEC Form ADV

Total AUM
$792M
1-Year AUM Growth
+36.1%
3-Year CAGR
+23.1%
Employees
6
Assets Under Management
Total AUM$792M
Discretionary AUM$792M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients643
Team
Total Employees6
Investment Advisers9
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record28
First FilingMar 14, 2014
Latest FilingMar 16, 2026
🔒 Full AUM trend chart and 28 historical filings spanning 12+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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