PPrivate Fund Data Log in Join · $37/mo

Alliance Wealth Advisors, LLC

● SEC registered since 2021CRD 314668SEC# 801-121605Centerville, UT
Export (members)
Reg. AUM
$439.5M
Employees
14
Accounts
1,530
Location
Centerville, UT

Alliance Wealth Advisors, LLC assets under management

Alliance Wealth Advisors, LLC is an SEC-registered investment adviser based in Centerville, UT. The firm has been registered since 2021. It reports $439.5 million in regulatory assets under management and employs 14 people.

Alliance Wealth Advisors, LLC owners & executives

6 reported
NameTitleOwnershipSince
Alyssa Ann JonesChief Experience OfficerUnder 5%2024
Benjamin David ColesChief Development OfficerUnder 5%2018
Chad Edwards Kelley ControlChief Compliance OfficerUnder 5%2024
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Alliance Wealth Advisors, LLC manage?

Alliance Wealth Advisors, LLC reports $439.5 million in regulatory assets under management on its Form ADV.

How many employees does Alliance Wealth Advisors, LLC have?

Alliance Wealth Advisors, LLC reports 14 employees.

Where is Alliance Wealth Advisors, LLC located?

Alliance Wealth Advisors, LLC is based in Centerville, UT and has been SEC-registered since 2021.

Does Alliance Wealth Advisors, LLC disclose fund performance?

Alliance Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1148 West Legacy Crossing Blvd., Suite 110, Centerville, UT 84014
Phone801-683-6000
Fax855-798-6600
Office hours9:00 a.m. To 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$439.5M
Non-discretionary$0
Total (RAUM)$439.5M