Alliance Wealth Management Partners LLC
Alliance Wealth Management Partners LLC is an SEC-registered mass-market adviser in Knoxville, TN with $272.4M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Alliance Wealth Management Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 313195, SEC 801-121597, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $272.4M (2026-03-23)
- Firm type
- Mass-Market Adviser
- Location
- Knoxville, TN
- Employees
- 13
- Clients
- 764
- CRD
- 313195
- Ownership
- BISHOP, MICHAEL, BRYANT; CLARK, PATRICK, NEAL; WETHERALL, PAUL, LUCIAN; LAWSON, MICHAEL, COY; BISHOP, LORI, HATCHER
How much AUM does Alliance Wealth Management Partners LLC have?
Alliance Wealth Management Partners LLC reported $272.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Alliance Wealth Management Partners LLC?
Disclosed owners and executives of Alliance Wealth Management Partners LLC include BISHOP, MICHAEL, BRYANT, CLARK, PATRICK, NEAL, WETHERALL, PAUL, LUCIAN, LAWSON, MICHAEL, COY, BISHOP, LORI, HATCHER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.