|
⚲
|
| Keyboard |
| Alliance Wealth Management Group LLC
✚
|
|
|---|---|
| CRD # | 169573 |
| SEC # | 801-78935 |
| CIK # | 0001623707, 0002109849 |
| AUM | 517.4 M (2026-02-19) |
| Employees | 13 (46% Investors, 15% Brokers) |
| Phone | 908-751-7090 |
| Address | 23 Royal Road Flemington, NJ 08822 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($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 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 310 | 102.7 |
| (b) Individuals (high net worth individuals) | 137 | 414.7 |
| (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 | 1,211 | 517.4 |
| By Discretionary | ||
| Discretionary | 1,211 | 517.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,211 | 517.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 517.4 | |
| Total | 1,211 | 517.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001623707] | |
| 13F-HR | [0002109849] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Dean Jacobson Financial Services LLC
✚
|
TX | 519.4 M |
|
NorthStar Financial Companies Inc
✚
|
PA | 519.0 M |
|
Independent Wealth Network Inc
✚
|
IA | 518.4 M |
|
Parkshore Wealth Management
✚
|
CA | 517.9 M |
|
BGM Wealth Partners LLC
✚
|
MN | 517.5 M |
|
Fiat Wealth Management LLC
✚
|
MN | 517.4 M |
|
Nest Egg ETFS LLC
✚
|
CA | 517.3 M |
|
Chelsea Counsel Company
✚
|
CA | 517.0 M |
|
Medallion Wealth Advisors LLC
✚
|
CT | 516.9 M |
|
Financial Network Wealth Advisors LLC
✚
|
UT | 515.4 M |