ALLIANCE WEALTH MANAGEMENT GROUP, LLC

RIASEC RegisteredEst. 2014

Total AUM

$517M

Discretionary

$517M

100% of AUM

Avg account

$427K

Accounts

1,211

Employees

Advisory reps

Firm details

Headquarters: FLEMINGTON, New Jersey
CRD number: 169573
Registered since: January 8, 2014
Website: alliancewmg.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI80.15%
Individuals19.85%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Alliance Wealth Management Group, LLC is an independent, individually owned registered investment adviser that has been SEC-registered since 2014. The firm serves individual and family clients and bills through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of outside advisers. Alliance identifies itself as a capital allocator and does not list ESG investing as an active strategy. The firm’s operating model blends direct portfolio management with outsourced manager selection: it builds client programs while allocating to third-party managers where appropriate. Industry involvement includes at least one professional affiliation with accountants, reflecting an integrated approach to tax and financial planning for its client base.