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| Alliance Wealth Advisors LLC
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|---|---|
| CRD # | 314668 |
| SEC # | 801-121605 |
| CIK # | 0001849724 |
| AUM | 552.0 M (2026-05-01) |
| Employees | 19 (37% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 801-683-6000 |
| Address | 1148 West Legacy Crossing Blvd Centerville, UT 84014 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001849724 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Intel Corp | 28.9 | ||
| Palantir Technologies Inc | 16.7 | ||
| Fortress Value Acquisition Corp | 5.6 | ||
| Apple Inc | 4.7 | ||
| Alphabet Inc | 4.1 | ||
| SPDR Gold Trust | 4.0 | ||
| Microsoft Corp | 3.7 | ||
| Paypal Holdings Inc | 3.4 | ||
| Peoples Financial Services Corp | 3.0 | ||
| ALTC Acquisition Corp | 2.6 | ||
| Transdigm Group Inc | 2.6 | ||
| Amazon Com Inc | 2.1 | ||
| NIO Inc | 2.0 | ||
| Walt Disney Co | 1.8 | ||
| Nvidia Corp | 1.7 | ||
| Merck & Co Inc | 1.7 | ||
| Facebook Inc | 1.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 631 | 233.6 |
| (b) Individuals (high net worth individuals) | 139 | 318.4 |
| (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 | 1,961 | 552.0 |
| By Discretionary | ||
| Discretionary | 1,961 | 552.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,961 | 552.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 552.0 | |
| Total | 1,961 | 552.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001849724] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Capital Investment Management Inc
✚
|
MO | 558.9 M |
|
Guidance Point Advisors LLC
✚
|
558.3 M | |
|
Hobart Private Capital LLC
✚
|
NC | 558.2 M |
|
Nicollet Investment Management Inc
✚
|
MN | 557.4 M |
|
Global View Investment Advisors LLC
✚
|
SC | 553.8 M |
|
Creekside Partners Financial Advisers LLC
✚
|
CA | 553.4 M |
|
TrueWealth Advisors LLC
✚
|
AL | 547.5 M |
|
Adaptive Financial Consulting LLC
✚
|
OH | 547.1 M |
|
Stewardship Advisors LLC
✚
|
PA | 545.2 M |
|
Penobscot Wealth Management
✚
|
ME | 544.5 M |