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ALLIANCE WEALTH ADVISORS, LLC
CRD 314668 · SEC 801-121605
1148 WEST LEGACY CROSSING BLVD., SUITE 110, CENTERVILLE, UT, 84014, United States
Phone
801-683-6000
Fax
855-798-6600
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$552.0M
Discretionary AUM
$552.0M
Team
19 total employees; 7 advisory reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsASSET ALLOCATION SERVICES; ADVISORY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 631 | $233.6M |
| High net worth individuals | 139 | $318.4M |
States served
AK, AZ, CA, CO, ID, LA, OR, UT, VA, WA, TX
All web addresses on file
Official SEC filing: View on IAPD