ALONGSIDE WEALTH ADVISORS, LLC

CRD 323235

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$85.3M

Discretionary AUM

$85.3M

Team

2 total employees; 2 advisory reps; 15 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees; PERCENTAGE OF PLAN ASSETS

Org form

Limited Liability Company

Filing date

2026-04-20

Disciplinary history

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Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

Type	Clients	AUM
Individuals	42	$15.2M
High net worth individuals	24	$69.4M
Pension/profit sharing plans	5	$0
Charitable organizations	3	$683K

All web addresses on file

Official SEC filing: View on IAPD