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. operates as an independent registered investment adviser founded in 2018 and owned by an individual principal. The firm serves both individual and family clients as well as some institutional relationships, providing financial planning and portfolio management for individuals and small businesses. Its client-facing activities are supplemented by broker-dealer and insurance brokerage operations, which appear to support product access beyond straightforward advisory mandates. The firm charges clients using a mix of fee approaches — percentage of assets under management, hourly rates, fixed fees and other arrangements — allowing flexibility for different client needs. Carsonallaria is not identified as an institutional capital allocator and is not designated as an active ESG investor. Regulatory posture indicates it is not classified as a multi-state adviser for registration purposes.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 6MARK 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 43Active vs passive
$259M in ETFs
69%
$179M
31%
$80.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF (SPYV) | State Street | Passive | Large Value | $23.9M | 422,684 | 9.22% |
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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