Alliance Wealth Strategies LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Alliance Wealth Strategies LLC ✚
CRD #	173559
SEC #	801-117391
CIK #
AUM
Employees	7 (100% Investors, 0% Brokers)
Phone	434-948-9000
Address	828 Main Street Lynchburg, VA 24504
Source	[IAPD] [Website]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	149	29.3
(b) Individuals (high net worth individuals)	67	215.5
(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	0	0.7
(h) Charitable organizations	0	5.3
(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	21.3
(n) Other	0	0.0
Total	522	272.2
By Discretionary
Discretionary	520	272.0
Non-Discretionary	2	0.2
Total	522	272.2
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		272.2
Total	522	272.2

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