CARSONALLARIA WEALTH MANAGEMENT, LTD.
CRD #157998 SEC #801-112867 GLEN CARBON, IL 618-288-9505
SEC Registered
Total AUM
$567.5M
Discretionary
$567.5M
Employees
10
Clients
251
Accounts
643
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $567.5M | $567.5M | $0 | 10 | 0 |
| Feb 2025 | $567.5M | $567.5M | $0 | 10 | 0 |
| Jul 2024 | $469.8M | $469.8M | $0 | 9 | 0 |
| Feb 2024 | $469.8M | $469.8M | $0 | 9 | 0 |
| Dec 2023 | $345.3M | $345.3M | $0 | 9 | 1 |
| Sep 2023 | $345.3M | $345.3M | $0 | 9 | 1 |
| Mar 2023 | $345.3M | $345.3M | $0 | 9 | 1 |
| Feb 2023 | $345.3M | $345.3M | $0 | 9 | 1 |
| Oct 2022 | $338.2M | $338.2M | $0 | 8 | 1 |
| Jul 2022 | $338.2M | $338.2M | $0 | 8 | 1 |
| May 2022 | $338.2M | $338.2M | $0 | 8 | 1 |
| Feb 2022 | $338.2M | $338.2M | $0 | 8 | 1 |
| Aug 2021 | $255.1M | $255.1M | $0 | 5 | 1 |
| Jun 2021 | $255.1M | $255.1M | $0 | 5 | 1 |
| Feb 2021 | $255.1M | $255.1M | $0 | 5 | 1 |
| Dec 2020 | $197.6M | $197.6M | $0 | 4 | 1 |
| Oct 2020 | $197.6M | $197.6M | $0 | 4 | 1 |
| Sep 2020 | $197.6M | $197.6M | $0 | 4 | 1 |
| Jun 2020 | $197.6M | $197.6M | $0 | 4 | 1 |
| May 2020 | $197.6M | $197.6M | $0 | 4 | 1 |
| Feb 2020 | $197.6M | $197.6M | $0 | 4 | 1 |
| Jan 2019 | $196.7M | $155.7M | $41M | 3 | 0 |
| Oct 2018 | $173.8M | $151.8M | $22.1M | 3 | 0 |
| Sep 2018 | $173.8M | $151.8M | $22.1M | 3 | 0 |
| Jul 2018 | $173.8M | $151.8M | $22.1M | 2 | 0 |
| Mar 2018 | $173.8M | $151.8M | $22.1M | 3 | 0 |
| May 2015 | $0 | $0 | $0 | 1 | 0 |
| Mar 2015 | $0 | $0 | $0 | 1 | 0 |
| Apr 2014 | $130.4M | $130.4M | $0 | 5 | 200 |
| Mar 2014 | $130.4M | $130.4M | $0 | 5 | 200 |
DateJun 2025
Total AUM$567.5M
Discretionary$567.5M
Non-Disc.$0
Employees10
Clients0
DateFeb 2025
Total AUM$567.5M
Discretionary$567.5M
Non-Disc.$0
Employees10
Clients0
DateJul 2024
Total AUM$469.8M
Discretionary$469.8M
Non-Disc.$0
Employees9
Clients0
DateFeb 2024
Total AUM$469.8M
Discretionary$469.8M
Non-Disc.$0
Employees9
Clients0
DateDec 2023
Total AUM$345.3M
Discretionary$345.3M
Non-Disc.$0
Employees9
Clients1
DateSep 2023
Total AUM$345.3M
Discretionary$345.3M
Non-Disc.$0
Employees9
Clients1
DateMar 2023
Total AUM$345.3M
Discretionary$345.3M
Non-Disc.$0
Employees9
Clients1
DateFeb 2023
Total AUM$345.3M
Discretionary$345.3M
Non-Disc.$0
Employees9
Clients1
DateOct 2022
Total AUM$338.2M
Discretionary$338.2M
Non-Disc.$0
Employees8
Clients1
DateJul 2022
Total AUM$338.2M
Discretionary$338.2M
Non-Disc.$0
Employees8
Clients1
DateMay 2022
Total AUM$338.2M
Discretionary$338.2M
Non-Disc.$0
Employees8
Clients1
DateFeb 2022
Total AUM$338.2M
Discretionary$338.2M
Non-Disc.$0
Employees8
Clients1
DateAug 2021
Total AUM$255.1M
Discretionary$255.1M
Non-Disc.$0
Employees5
Clients1
DateJun 2021
Total AUM$255.1M
Discretionary$255.1M
Non-Disc.$0
Employees5
Clients1
DateFeb 2021
Total AUM$255.1M
Discretionary$255.1M
Non-Disc.$0
Employees5
Clients1
DateDec 2020
Total AUM$197.6M
Discretionary$197.6M
Non-Disc.$0
Employees4
Clients1
DateOct 2020
Total AUM$197.6M
Discretionary$197.6M
Non-Disc.$0
Employees4
Clients1
DateSep 2020
Total AUM$197.6M
Discretionary$197.6M
Non-Disc.$0
Employees4
Clients1
DateJun 2020
Total AUM$197.6M
Discretionary$197.6M
Non-Disc.$0
Employees4
Clients1
DateMay 2020
Total AUM$197.6M
Discretionary$197.6M
Non-Disc.$0
Employees4
Clients1
DateFeb 2020
Total AUM$197.6M
Discretionary$197.6M
Non-Disc.$0
Employees4
Clients1
DateJan 2019
Total AUM$196.7M
Discretionary$155.7M
Non-Disc.$41M
Employees3
Clients0
DateOct 2018
Total AUM$173.8M
Discretionary$151.8M
Non-Disc.$22.1M
Employees3
Clients0
DateSep 2018
Total AUM$173.8M
Discretionary$151.8M
Non-Disc.$22.1M
Employees3
Clients0
DateJul 2018
Total AUM$173.8M
Discretionary$151.8M
Non-Disc.$22.1M
Employees2
Clients0
DateMar 2018
Total AUM$173.8M
Discretionary$151.8M
Non-Disc.$22.1M
Employees3
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2014
Total AUM$130.4M
Discretionary$130.4M
Non-Disc.$0
Employees5
Clients200
DateMar 2014
Total AUM$130.4M
Discretionary$130.4M
Non-Disc.$0
Employees5
Clients200