ALLIANCE WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2021
Total AUM
$552M
Discretionary
$552M
100% of AUM
Avg account
$281K
Accounts
1,961
Employees
19
Advisory reps
12

Firm details

Headquarters
CENTERVILLE, Utah
CRD number
314668
Registered since
June 25, 2021
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 47%, Public Funds/Mutual Funds 47%, Investment Grade Corp Bonds 2%, Cash & Cash Equivalents 2%, US Government Bonds 1%, Non-Investment Grade Corp Bonds 1%47%
  • Exchange Traded Equities47%
  • Public Funds/Mutual Funds47%
  • Investment Grade Corp Bonds2%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%

Owners & executives

3 of 6
  • TAYLOR DILLON

    CFOCRD 8227377

  • ALYSSA JONES

    Chief Experience OfficerCRD 7886138

  • PAUL COLES

    CEO, Investment AdvisorCRD 6228355

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Contacts

3 of 6
  • Jessica Ellis

    Investment Advisor RepresentativeCRD 7739310

  • JAMES VAN LEEUWEN

    Accounts ManagerCRD 8077796

  • JACKSON SPRINGMEYER

    ParaplannerCRD 8154604

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 75

Active vs passive

$398M in ETFs

Passive

88%

$351M

Active

2%

$47.4M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD RUSSELL 1000 GROWTH INDEX FUND (VONG)VanguardPassiveLarge Growth$49.9M454,59212.53%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth