Alliance Wealth Management Group, LLC

Overview

Alliance Wealth Management Group, LLC is an independent, SEC‑registered registered investment adviser formed in 2014 and organized as an LLC with individual ownership. The firm focuses on individuals and families and provides fee models that include a percentage of assets under management as well as hourly and fixed fees. Its advisory capabilities listed in filings include financial planning, portfolio management for individuals and small businesses, selection of other advisers and pension consulting services. Alliance describes itself as a capital allocator, and its activity profile and custodian relationships suggest a discretionary, manager‑of‑managers approach rather than a pure brokered model. The firm is not an active ESG investor and identifies an accounting professional affiliation in its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices