ALLIANCE ADVISORS WEALTH MANAGEMENT LLC

Overview

Alliance Advisors Wealth Management LLC is a small, independent RIA structured as an LLC and owned by an individual. The firm serves individual and family clients, along with some small-business relationships, and combines ongoing portfolio management with financial planning work. Its revenue model mixes percentage-of-AUM fees with hourly and fixed-fee engagements, and the firm also operates as an insurance broker—so insurance products and distribution are an active part of its business mix. Investment activity centers on pooled public vehicles—mutual funds and other public funds make up the largest share of portfolios—supplemented by targeted allocations to real estate through third-party fund managers. Alliance Advisors does not position itself as a capital allocator running proprietary funds; instead it sources third-party managers and standard retail and institutional vehicles to build client portfolios. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser.

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Location & Offices