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ALLIANCE WEALTH MANAGEMENT GROUP, LLC
CRD 169573 · SEC 801-78935
23 ROYAL ROAD, SUITE 101, FLEMINGTON, NJ, 08822, United States
Phone
(908) 751-7090
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$517.4M
Discretionary AUM
$517.4M
Team
13 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 310 | $102.7M |
| High net worth individuals | 137 | $414.7M |
States served
AZ, CA, CO, GA, LA, MA, MN, NJ, NY, NC, PA, SC, TN, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD