Alliance Wealth Advisors LLC

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Assets, Funds, Holdings

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Alliance Wealth Advisors LLC
CRD #314668
SEC #801-121605
CIK #0001849724
AUM $368.8 MM (2024-05-01)
Employees 13 (54% Investors, 0% Brokers)
Phone801-683-6000
Address1148 West Legacy Crossing Blvd
Centerville, UT 84014
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram]
Total AUM ($MM)
4503602701809002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MSFT 1,918,222.4 4.2
AAPL 2,382,844.0 3.9
GLD 3.3
TDG 29,082.9 2.9
GOOGL 1,475,138.5 2.9
DIS 174,716.7 2.4
MRK 232,371.9 1.8
CVS 122,214.0 1.5
XOM 385,508.3 1.4
META 434,852.0 1.4
View All
Holdings by Sector ($MM)
2502001501005002020202120232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 546 181.9
(b) Individuals (high net worth individuals) 91 186.9
(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 0.0
(n) Other 0 0.0
Total 1,426 368.8
By Discretionary
Discretionary 1,426 368.8
Non-Discretionary 0 0.0
Total 1,426 368.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 368.8
Total 1,426 368.8
EDGAR Form CIK 2011 - 2024
13F-HR [0001849724]
Comparable Firms State AUM ($BB)
Sequent Planning LLC
NE 0.4
Wealthcrest Financial Services LLC
VA 0.4
Kassouf Wealth Advisors LLC
AL 0.4
Atticus Wealth Management LLC
FL 0.4
Retirement Consulting Group Inc
OR 0.4
QBOX Fiduciary Solutions LLC
IN 0.4
Talis Advisory Services LLC
TX 0.4
Cape Investment Advisory Inc
GA 0.4
Jazz Wealth Managers Inc
FL 0.4
Financial Innovations LLC
GA 0.4
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