Carsonallaria Wealth Management Ltd

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Assets, Funds, Holdings

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Carsonallaria Wealth Management Ltd
CRD #157998
SEC #801-112867
CIK #0001900946
AUM $469.8 MM (2024-07-26)
Employees 9 (56% Investors, 22% Brokers)
Phone618-288-9505
Address2246 S State Route 157
Glen Carbon, IL 62034
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
50040030020010002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 2.8
MSFT 1,918,222.4 2.3
LLY 301,789.7 1.4
AMZN 1,092,997.8 0.8
 
 
 
 
 
 
 
Holdings by Sector ($MM)
170136102683402022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 435 107.1
(b) Individuals (high net worth individuals) 115 282.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 12 80.7
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 562 469.8
By Discretionary
Discretionary 562 469.8
Non-Discretionary 0 0.0
Total 562 469.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 469.8
Total 562 469.8
EDGAR Form CIK 2011 - 2024
13F-HR [0001900946]
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Tanglewood Legacy Advisors LLC
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