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ALLARIA ASSET MANAGEMENT, LLC

MIAMI, FL · CRD 287513 · IAPD ↗ · allariasecurities.com · 786-686-5400

$179.6MRegulatory AUM
4Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2026 — ALLARIA ASSET MANAGEMENT, LLC reported RAUM up 56% ($115.1M -> $179.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
July 2025 — ALLARIA ASSET MANAGEMENT, LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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