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| Alliance Private Wealth LLC
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|---|---|
| CRD # | 316612 |
| SEC # | 801-133775 |
| CIK # | 0001623707, 0002109849 |
| AUM | 466.2 M (2026-03-05) |
| Employees | 11 (36% Investors, 0% Brokers) |
| Phone | 978-276-1300 |
| Address | 200 Park St North Reading, MA 01864 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001623707 0002109849 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.7 | ||
| Advanced Micro Devices Inc | 3.8 | ||
| Alphabet Inc | 3.2 | ||
| Apple Inc | 3.1 | ||
| Amazon Com Inc | 3.1 | ||
| J P Morgan Chase & Co | 2.6 | ||
| Caterpillar Inc | 2.5 | ||
| Barrick Gold Corp | 2.4 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 2.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 27.3 |
| (b) Individuals (high net worth individuals) | 100 | 438.5 |
| (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 | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 587 | 466.2 |
| By Discretionary | ||
| Discretionary | 587 | 466.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 587 | 466.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 466.2 | |
| Total | 587 | 466.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001623707] | |
| 13F-HR | [0002109849] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Mason & Associates LLC
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VA | 471.4 M |
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Sterling Group Wealth Management LLC
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Kassouf Wealth Advisors LLC
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Sand Creek Capital LLC
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ID | 471.2 M |
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Nova Financial LLC
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First Citizens Asset Management Inc
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NC | 465.1 M |
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Dew Wealth Management LLC
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AZ | 464.7 M |
|
Tufton Capital Management LLC
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|
MD | 463.8 M |
|
Harmony Asset Management LLC
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|
AZ | 462.5 M |
|
Jazz Wealth Managers Inc
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|
FL | 462.2 M |