Carsonallaria Wealth Management, Ltd.
- Regulatory AUM
- $792M
- Discretionary
- $792M
- Clients
- 647
- Avg AUM / client
- $1.2M
- Accounts
- 1,871
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 461 | $124M | 15.6% |
| High net worth individuals | 170 | $445M | 56.2% |
| Pension and profit sharing plans | 14 | $115M | 14.6% |
| Charitable organizations | 1 | $773K | 0.1% |
| State or municipal government entities | 1 | $107M | 13.5% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Weber Automotive Management, Llc 401(k) And Profit Sharing Plan Weber Automotive Management, Llc | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Michael Allaria | Shareholder, Chief Compliance Officer, Partner | CFP | Dec 2017 (9y) | 50% – 75% |
| Mark Vincent Allaria | Shareholder, Partner | CFP | Dec 2017 (9y) | 50% – 75% |
| Scott Douglas Carson | Registered representative | Sep 2018 (8y) | ||
| Michael Robert Wiedner | Registered representative | CFP | Apr 2019 (7y) | |
| Jeffrey Ryan Waters | Registered representative | Nov 2021 (5y) | ||
| Tyler Hasty | Registered representative | Oct 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Weber Automotive Management, Llc 401(k) And Profit Sharing Plan | Weber Automotive Management, Llc | 214 | $26.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 951 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • INSURANCE COMMISSIONS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $684M (86% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗