|
⚲
|
| Alliance Wealth Strategies LLC
✚
|
|
|---|---|
| CRD # | 173559 |
| SEC # | 801-117391 |
| CIK # | |
| AUM | $330.7 M (2026-03-09) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 434-948-9000 |
| Address | 828 Main Street Lynchburg, VA 24504 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 126 | 34.0 |
| (b) Individuals (high net worth individuals) | 74 | 265.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.1 |
| (h) Charitable organizations | 0 | 7.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 21.9 |
| (n) Other | 0 | 0.0 |
| Total | 555 | 330.7 |
| By Discretionary | ||
| Discretionary | 551 | 330.4 |
| Non-Discretionary | 4 | 0.3 |
| Total | 555 | 330.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 330.7 | |
| Total | 555 | 330.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Charles Fish Investments Inc
✚
|
CA | 0.3 |
|
Cambridge Financial Group Inc
✚
|
OH | 0.3 |
|
Insight Folios Inc
✚
|
NC | 0.3 |
|
Copley Financial Group Inc
✚
|
CA | 0.3 |
|
Bernardi Asset Management LLC
✚
|
IL | 0.3 |
|
Sandstone Asset Management Inc
✚
|
0.3 | |
|
Signature Equity Partners LLC
✚
|
OH | 0.3 |
|
Uniplan Investment Counsel Inc
✚
|
WI | 0.3 |
|
Cypress Capital Wealth Management LLC
✚
|
MI | 0.3 |
|
Dai Wealth LLC
✚
|
GA | 0.3 |