Alliance Wealth Advisors, LLC
Alliance Wealth Advisors, LLC is an SEC-registered mass-market adviser in Centerville, UT with $552.0M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Alliance Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 314668, SEC 801-121605, data through 2026-05-01.
- AUM (assets under management / regulatory AUM)
- $552.0M (2026-05-01)
- Firm type
- Mass-Market Adviser
- Location
- Centerville, UT
- Employees
- 19
- Clients
- 770
- CRD
- 314668
- Ownership
- COLES, PAUL, ALFRED; COLES, BENJAMIN, DAVID; PAGE, MASON, MICHAEL; KELLEY, CHAD, EDWARDS; JONES, ALYSSA, ANN
How much AUM does Alliance Wealth Advisors, LLC have?
Alliance Wealth Advisors, LLC reported $552.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-01).
Who owns Alliance Wealth Advisors, LLC?
Disclosed owners and executives of Alliance Wealth Advisors, LLC include COLES, PAUL, ALFRED, COLES, BENJAMIN, DAVID, PAGE, MASON, MICHAEL, KELLEY, CHAD, EDWARDS, JONES, ALYSSA, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.