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| Happy Holidays!! thanks for using AUM13F!! |
| Alliance Wealth Management Partners LLC
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| CRD # | 313195 |
| SEC # | 801-121597 |
| CIK # | |
| AUM | $234.6 M (2025-02-27) |
| Employees | 13 (46% Investors, 0% Brokers) |
| Phone | 865-862-5956 |
| Address | 1111 N Northshore Drive Knoxville, TN 37919 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 458 | 91.0 |
| (b) Individuals (high net worth individuals) | 101 | 96.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 47 | 47.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,310 | 234.6 |
| By Discretionary | ||
| Discretionary | 1,263 | 184.6 |
| Non-Discretionary | 47 | 50.0 |
| Total | 1,310 | 234.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 234.6 | |
| Total | 1,310 | 234.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Muirfield Wealth Advisors LLC
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|
NC | 0.2 |
|
Foronjy Financial LLC
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|
CA | 0.2 |
|
Alchemi Wealth LLC
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CT | 0.2 |
|
Alpha Analytics Investment Group LLC
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|
CA | 0.2 |
|
Silver Lake Capital Partners LLC
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|
TX | 0.2 |
|
Cypress Capital Wealth Management LLC
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|
MI | 0.2 |
|
Checks & Balances Inc
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|
GA | 0.2 |
|
Mount Vernon Associates Inc
✚
|
MD | 0.2 |
|
Kaizen Financial Strategies LLC
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|
CA | 0.2 |
|
True Vision MN LLC
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|
MN | 0.2 |