ALLIANCE WEALTH ADVISORS, LLC

Company Profile

As of Date 08/06/2026
ADV Location United States, PA / United States, UT
Websites
AUM* 1,153,070,016 45%
of that, discretionary 1,076,880,680 47%
Number of Employees 27 35%
of those in investment advisory functions 13 8%
Private Fund GAV* 0
Avg Account Size 437,100 68%
High Net Worth 13.75% 20%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions

Recent News

Reported AUM

1B 923M 769M 615M 462M 308M 154M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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