Carsonallaria Wealth Management, Ltd.
Firm details
- Headquarters
- Glen Carbon, Illinois
- CRD number
- 157998
- Registered since
- April 19, 2018
- Website
- carsonallaria.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI56.21%
- Individuals15.62%
- Pension & Profit Sharing Plans14.58%
- State / Municipal Government13.5%
- Charitable Organizations0.1%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Carsonallaria Wealth Management, Ltd. is an independent registered investment adviser that has been SEC-registered since 2018 and is owned by an individual. The firm combines advisory services with broker-dealer and insurance brokerage activities. Its stated advisory focus is financial planning and portfolio management for individuals and small businesses, and its client base includes both individual & family clients and institutional clients. Fee arrangements are mixed and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not describe itself as an active ESG investor and is not identified as a multi-state adviser or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities31%
- State & Local Bonds14%
- Cash & Cash Equivalents5%
Contacts
3 of 6
Mark Allaria
Partner, Wealth AdvisorCRD 5918333
Tyler Hasty
Wealth AdvisorCRD 7992514
Michael Wiedner
Registered RepresentativeCRD 5771935
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$299M in ETFs
71%
$212M
29%
$87.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $29.7M | 249,537 | 9.91% |
Location
Glen Carbon, IL
Madison
Location
Glen Carbon, IL
Headquartered in Glen Carbon, IL, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Madison
- Address
- 1 Ginger Crk Mdws Dr
- Time zone
- CT (UTC-6)
- Office locations
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