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CARSONALLARIA WEALTH MANAGEMENT, LTD.

GLEN CARBON, IL · CRD 157998 · IAPD ↗ · 618-288-9505

$791.8MRegulatory AUM
6Advisory reps
9Employees
0Clients
More than 500Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — CARSONALLARIA WEALTH MANAGEMENT, LTD. reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2026 — CARSONALLARIA WEALTH MANAGEMENT, LTD. reported RAUM up 40% ($567.5M -> $791.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
March 2025 — CARSONALLARIA WEALTH MANAGEMENT, LTD. crossed $500M in regulatory AUM ($469.8M -> $567.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
65
March 2024 — CARSONALLARIA WEALTH MANAGEMENT, LTD. reported RAUM up 36% ($345.3M -> $469.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.