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APPLIED FINANCIAL WISDOM

ALLIANCE OF WEALTH ADVISORS, LLC

CRD 164428 · SEC 801-135135

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529 KANSAS CITY ST., SUITE 203, RAPID CITY, SD, 57701, United States

Phone

301-570-8006

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$130.3M

Discretionary AUM

$90.3M

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-09

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals150$85.0M
High net worth individuals1$45.0M
Corporations/business entities1$250K

States served

KS, MD, PA, VA, WV, TX, NH, FL, SD

All web addresses on file

Official SEC filing: View on IAPD