ALLIANCE WEALTH ADVISORS, LLC
Firm details
- Headquarters
- CENTERVILLE, Utah
- CRD number
- 314668
- Registered since
- June 25, 2021
- Website
- www.awaplanning.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI57.68%
- Individuals42.32%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Alliance Wealth Advisors, LLC is an independent registered investment adviser that entered SEC registration in 2021 and is organized as an LLC under individual ownership. The firm serves primarily individual and family clients on a fee‑based model (percentage of AUM) and positions itself as a capital allocator that selects outside managers where appropriate. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and client education through seminars or workshops. The firm does not identify as an active ESG investor and does not operate as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities47%
- Public Funds/Mutual Funds47%
- Investment Grade Corp Bonds2%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
3 of 6TAYLOR DILLON
CFOCRD 8227377
ALYSSA JONES
Chief Experience OfficerCRD 7886138
PAUL COLES
CEO, Investment AdvisorCRD 6228355
Contacts
3 of 6Jessica Ellis
Investment Advisor RepresentativeCRD 7739310
JAMES VAN LEEUWEN
Accounts ManagerCRD 8077796
JACKSON SPRINGMEYER
ParaplannerCRD 8154604
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$398M in ETFs
88%
$351M
2%
$47.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND (VONG) | Vanguard | Passive | Large Growth | $49.9M | 454,592 | 12.53% |
Location
CENTERVILLE, UT
DAVIS
Location
CENTERVILLE, UT
Headquartered in CENTERVILLE, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- DAVIS
- Address
- 1148 W Legacy Crossing Blvd
- Time zone
- MT (UTC-7)
- Office locations
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