| Name | Title | Ownership | Since |
|---|---|---|---|
| Alyson Mary Shaw | Chief Compliance Officer | Under 5% | 2022 |
| Gregory Alfred Farland Control | Chief Executive Officer | Over 75% | 2013 |
| Robert Aram Mestjian | Member | 5-10% | 2013 |
Alliance Private Wealth, LLC reports $102.3 million in regulatory assets under management on its Form ADV.
Alliance Private Wealth, LLC reports 10 employees.
Alliance Private Wealth, LLC is based in North Reading, MA and has been SEC-registered since 2025.
Alliance Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 200 Park St, North Reading, MA 01864 |
| Phone | 978-276-1300 |
| Fax | 978-276-1310 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 2109849 |
| Discloses disciplinary history | No |
| Discretionary | $102.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $102.3M |