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Alliance Wealth Management Partners LLC

● SEC registered since 2021CRD 313195SEC# 801-121597Knoxville, TN
Export (members)
Reg. AUM
$234.6M
Employees
13
Accounts
1,310
Location
Knoxville, TN

Alliance Wealth Management Partners LLC assets under management

Alliance Wealth Management Partners LLC is a registered investment adviser overseen by the SEC based in Knoxville, TN. The firm has been registered since 2021. It reports $234.6 million in regulatory assets under management and employs 13 people.

Alliance Wealth Management Partners LLC owners & executives

4 reported
NameTitleOwnershipSince
Lori Hatcher Bishop ControlMember / Director Of Financial Planning10-25%2021
Michael Bryant Bishop ControlMember / Partner / Chief Compliance Officer10-25%2021
Michael Coy Lawson ControlMember25-50%2021
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Frequently asked questions

How much does Alliance Wealth Management Partners LLC manage?

Alliance Wealth Management Partners LLC reports $234.6 million in regulatory assets under management on its Form ADV.

How many employees does Alliance Wealth Management Partners LLC have?

Alliance Wealth Management Partners LLC reports 13 employees.

Where is Alliance Wealth Management Partners LLC located?

Alliance Wealth Management Partners LLC is based in Knoxville, TN and has been SEC-registered since 2021.

Does Alliance Wealth Management Partners LLC disclose fund performance?

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

Contact & registration

Address1111 N. Northshore Drive, Ste P-270, Knoxville, TN 37919
Phone(865) 862-5956
Fax(865) 862-5974
Office hours8:30a.m. To 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$184.6M
Non-discretionary$50M
Total (RAUM)$234.6M