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| Keyboard |
| Alianza Corp Investment Advisor
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|---|---|
| CRD # | 323267 |
| SEC # | 801-132892 |
| CIK # | |
| AUM | 204.1 M (2026-06-11) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 954-330-1741 |
| Address | 175 SW 7th St Miami, FL 33135 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,107 | 61.3 |
| (b) Individuals (high net worth individuals) | 9 | 14.3 |
| (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 | 0 | 0.0 |
| (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 | 91 | 128.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,207 | 204.1 |
| By Discretionary | ||
| Discretionary | 1,042 | 41.5 |
| Non-Discretionary | 165 | 162.6 |
| Total | 1,207 | 204.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 200.4 | |
| United States Persons | 3.7 | |
| Total | 1,207 | 204.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 2 (95 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Kohlhepp Investment Advisors Ltd
✚
|
PA | 204.6 M |
|
Momentum Wealth Planning LLC
✚
|
204.5 M | |
|
McGinn Penninger Investment Management Inc
✚
|
VA | 204.4 M |
|
The William Allan Corporation
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|
Prospect Financial Group LLC
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204.4 M | |
|
Guiry Capital Management LLC
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FL | 204.2 M |
|
Frankly Finances LLC
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|
204.2 M | |
|
Merkkuri Wealth Advisors LLC
✚
|
NY | 204.1 M |
|
Springwater Wealth Management LLC
✚
|
OR | 203.9 M |
|
Lightsquare Wealth Management LLC
✚
|
MI | 203.5 M |