← Back to searchVisit website
BROWN EDWARDS WEALTH STRATEGIES
ALLIANCE WEALTH STRATEGIES, LLC
CRD 173559 · SEC 801-117391
828 MAIN STREET, SUITE 1401, LYNCHBURG, VA, 24504, United States
Phone
434 948-9000
Fax
434-948-9029
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$330.7M
Discretionary AUM
$330.4M
Team
7 total employees; 7 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 126 | $34.0M |
| High net worth individuals | 74 | $265.2M |
States served
PA, TN, VA, WV, FL
All web addresses on file
Official SEC filing: View on IAPD