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ALLIANCE WEALTH MANAGEMENT PARTNERS LLC
CRD 313195 · SEC 801-121597
1111 N. NORTHSHORE DRIVE, STE P-270, KNOXVILLE, TN, 37919, United States
Phone
(865) 862-5956
Fax
(865) 862-5974
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$272.4M
Discretionary AUM
$210.7M
Team
13 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 594 | $111.2M |
| High net worth individuals | 112 | $104.5M |
| Pension/profit sharing plans | 58 | $56.7M |
States served
AL, GA, LA, OK, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD