CARSONALLARIA WEALTH MANAGEMENT, LTD.

CRD 157998File 801-112867

APPROVED

Retail clients

Custody

Filing as of Mar 16, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$791.8M

Above cohort median (national)

Discretionary AUM

$791.8M

Clients

647

1,871 accounts

Employees

Above cohort median in IL

Identity & registration

ADV Item 1

Organization form: Other (specify)
Firm type: Registered
SEC region: CHRO
Registration date: Apr 19, 2018
Principal office: 1 GINGER CREEK MEADOWS DR, GLEN CARBON, IL, 62034
Phone: 618-288-9505
Website: HTTPS://WWW.FACEBOOK.COM/CARSONALLARIA

Assets & accounts

ADV Item 5F

Total regulatory AUM: $791.8M
Discretionary AUM: $791.8M
Non-discretionary AUM: $0
Discretionary accounts: 1,871
Non-discretionary accounts: 0
Total accounts: 1,871
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$773K
High net worth individuals	170	$445.1M
Pension and profit sharing plans	14	$115.4M
State or municipal government entities	Fewer than 5	$106.9M
Individuals (other than high net worth individuals)	461	$123.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — INSURANCE COMMISSIONS
A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.