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Carsonallaria Wealth Management, Ltd.

Carsonallaria Wealth Management, Ltd.. CRD 157998

Carsonallaria Wealth Management, Ltd. logo

CRD: 157998

Carsonallaria Wealth Management, Ltd.

Glen Carbon, IL, 62034
6182889505
carsonallaria.com
$791.8M Total AUM
$791.8M Disc. AUM
28.3% 3Y CAGR
9 Employees
647 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
Betterment · Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Atlas quantumVertex +more
Established Date
08-02-2011
Office Locations
2

Office Locations

1 Ginger Creek Meadows DR Glen Carbon IL
2246 S. State Route 157 Suite 225 Glen Carbon IL

About Carsonallaria Wealth Management, Ltd.

CarsonAllaria Wealth Management is a fiduciary wealth manager providing comprehensive planning and investment management for individuals and families—especially clients age 50+ nearing or in retirement, business owners, and medical professionals. Services include retirement income planning, tax-efficient strategies, risk/insurance and estate planning coordination, and ongoing professional coordination. They also advise employers under 500 employees on retirement plans and group benefits, with a high-touch, low client-advisor ratio; custody includes Schwab.

Team overview

50 AVG AGE
$132.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
7.5 yrs AVG TENURE
9 Employees
6 Advisory Reps
4 RIA Reps
14yrs Firm Age

Insights

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Asset Classes

Vector Pathway Timber Alpha Radial Peak zenith Bridge Ember Oak Peak

Client Personas

Ember Foundation capital

Custodian

Momentum Fusion alpha Focus Zenith Signal delta Vertex Unison delta Ember Momentum Element Glacier signal Crest element Glacier Meridian Unison prime Bridge Optima

Fund Managers

Ridge vertex

Investment Themes

Unison Focus Horizon Summit Legacy Beacon

Investment Vehicles

Wave matrix

Platform

Alpha oak

Services

Vertex delta Delta bridge Vital north Unison delta Ember Ember Momentum Meridian Glacier momentum Eagle Oak eagle Harbor vital

Technology

Ember vector Vital prime Summit Zenith ember Value quantum

Owner & Executives

JOSEPH MICHAEL ALLARIA

JOSEPH MICHAEL ALLARIA

Chief Compliance Officer, PARTNER, Wealth Advisor

CRD
#6122862
Ownership
50% but less than 75%
(239) 270-6289
pathway.vertex@alphacapital.com
in linkedin.com/in/ember-meridian
MARK VINCENT ALLARIA

MARK VINCENT ALLARIA

PARTNER, Wealth Advisor

CRD
#5918333
Ownership
50% but less than 75%
(502) 665-8041
wave.timber@focuscapital.com
in linkedin.com/in/quantum-vertex

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Contacts

S

SCOTT DOUGLAS CARSON

Wealth Advisor

CRD
#1966866
(967) 804-1022
momentum.atlas@optimacapital.com
in linkedin.com/in/optima-timber
T

Tyler Hasty

Client Service Associate

CRD
#7992514
(671) 613-4348
timber.radial@horizoncapital.com
in linkedin.com/in/radial-north
V

Vertex legacy

Momentum foundation

CRD
#35052
(300) 423-9255
bridge.value@unisoncapital.com
in linkedin.com/in/signal-atlas

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-04-2022
12-06-2023
07-26-2024
06-23-2025
03-16-2026
Category Assets AVG. Account size
Discretionary $791,823,560 $423,209
Non-Discretionary $0 --
Total $791,823,560 $423,209

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Separately Managed Accounts

Total SMA Asset: $791,823,560

$791.8M Total SMA
Public Funds:
32.0%
Equity - Exchange:
8.3%
Municipal Bonds:
29.3%
Cash:
30.4%
Asset class Assets Assets %
Public Funds $2,878,590,557 32.0%
Equity - Exchange $746,634,426 8.3%
Municipal Bonds $2,635,709,479 29.3%
Cash $2,734,661,030 30.4%
Total $8,995,595,492 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
MERIDIAN FRONTIER QUANTUM VERTEX SUMMIT EIWPKU6B5 NFY 1.35% $45,329,221
SUMMIT HARBOR PRIME CREST BRIDGE ES1XHW83N WGTOY 0.97% $73,729,234
HARBOR BRIDGE BEACON GLACIER OMRWR1HR8 LSEWD 7.12% $50,676,299
OPTIMA INSIGHT HORIZON NORTH MERIDIAN XNMHQHWGB EYBA 12.54% $73,402,696
BRIDGE ALPHA ATLAS CAPITAL OAK X92V2JRFM LGCF 12.08% $11,478,863
RIDGE ZENITH CATALYST ALPHA AT4R8ANH1 BSQ 1.27% $40,011,856
EMBER CATALYST EAGLE FRONTIER VALUE YVEG11A2X IDUAY 2.11% $23,280,637
WAVE VALUE NORTH SUMMIT FUSION 715U15USP GSU 7.74% $42,779,781

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