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| Keyboard |
| Alliance Wealth Management Partners LLC
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|---|---|
| CRD # | 313195 |
| SEC # | 801-121597 |
| CIK # | |
| AUM | 272.4 M (2026-03-23) |
| Employees | 13 (38% 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) | 594 | 111.2 |
| (b) Individuals (high net worth individuals) | 112 | 104.5 |
| (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 | 58 | 56.7 |
| (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 | 1,637 | 272.4 |
| By Discretionary | ||
| Discretionary | 1,569 | 210.7 |
| Non-Discretionary | 68 | 61.7 |
| Total | 1,637 | 272.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 272.4 | |
| Total | 1,637 | 272.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
TFP Management LLC
✚
|
IA | 273.0 M |
|
Bluestone Wealth Management LLC
✚
|
NH | 272.9 M |
|
E A Horwitz LLC
✚
|
IL | 272.6 M |
|
Nolet Wealth Management LLC
✚
|
TX | 272.6 M |
|
Mendel Capital Management LLC
✚
|
AR | 272.3 M |
|
46 Peaks LLC
✚
|
PA | 272.1 M |
|
Magnolia Private Wealth LLC
✚
|
PA | 272.1 M |
|
Bull Street Advisors LLC
✚
|
GA | 271.9 M |
|
Generational Private Wealth LLC
✚
|
271.9 M | |
|
Fox Financial Inc
✚
|
PA | 271.8 M |