CARSONALLARIA WEALTH MANAGEMENT, LTD.

2246 S. State Route 157
Suite 225
Glen Carbon, Illinois 62034
Tel: 618-288-9505

About CARSONALLARIA WEALTH MANAGEMENT, LTD.

CARSONALLARIA WEALTH MANAGEMENT, LTD, formally registered with the SEC as CARSONALLARIA WEALTH MANAGEMENT, LTD. The firm was established in 04/19/2018. They have over 2 offices throughout the country.

CARSONALLARIA WEALTH MANAGEMENT, LTD. is a Glen Carbon, Illinois based Financial Planning firm with nearly $567,460,328 assets under management, offering retirement planning & investment advisory services to 643 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	157998
SEC#	801-112867
Assets Managed by Firm	$567,460,328
No. of Clients	643
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (INSURANCE COMMISSIONS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	643	$567,460,328
Individuals (other than high net worth individuals)	487	$112,337,012
High net worth individuals	144	$364,262,091
Pension and profit sharing plans	12	$90,861,225

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