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ALLIANCE WEALTH ADVISORS, LLC
CRD 288394 · SEC 801-110512
538 BIDEN STREET, SUITE 700, SCRANTON, PA, 18503, United States
Phone
570-961-1516
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$601.1M
Discretionary AUM
$524.9M
Team
8 total employees; 6 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 588 | $210.8M |
| High net worth individuals | 60 | $280.9M |
| Pension/profit sharing plans | 16 | $80.8M |
| Corporations/business entities | 13 | $28.7M |
States served
GA, NE, NJ, NY, PA, VA, TX, FL
All web addresses on file
- https://open.spotify.com/genre/podcasts-web
- https://www.instagram.com/alliancewealth/
- https://www.amazon.com/music/lp/podcasts
- https://www.apple.com/apple-podcasts/
- HTTP://ALLIANCEWEALTHADVISORS.COM/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/ALLIANCE-WEALTH-ADVISORS/
- HTTPS://WWW.FACEBOOK.COM/ALLIANCEWEALTHADVISORS/
- http://planwithalliance.com
- https://www.youtube.com/@alliancewealthadvisors
Official SEC filing: View on IAPD