| Name | Title | Ownership | Since |
|---|---|---|---|
| Antony Douglas Roop Control | Director | Under 5% | 2017 |
| Brown, Edwards & Company L.L.P. Control | Owner | Over 75% | 2014 |
| Kelli Jane Vance Control | Director | Under 5% | 2023 |
Alliance Wealth Strategies, LLC reports $330.7 million in regulatory assets under management on its Form ADV.
Alliance Wealth Strategies, LLC reports 7 employees.
Alliance Wealth Strategies, LLC is based in Lynchburg, VA and has been SEC-registered since 2019.
Alliance Wealth Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 828 Main Street, Suite 1401, Lynchburg, VA 24504 |
| Phone | 434 948-9000 |
| Fax | 434-948-9029 |
| Office hours | 9:00 - 5:00 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $330.4M |
| Non-discretionary | $256K |
| Total (RAUM) | $330.7M |