ALLIANCE WEALTH MANAGEMENT PARTNERS LLC

RIASEC RegisteredEst. 2021

Total AUM

$272M

Discretionary

$211M

77% of AUM

Avg account

$166K

Accounts

1,637

Employees

Advisory reps

Firm details

Headquarters: KNOXVILLE, Tennessee
CRD number: 313195
Registered since: June 25, 2021
Website: www.alliancewmp.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CAPITAL CLIENT GROUP, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals40.81%
HNWI38.37%
Pension & Profit Sharing Plans20.82%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Alliance Wealth Management Partners LLC is an independent, SEC-registered registered investment adviser organized as an LLC and owner-operated. The firm registered with the SEC in 2021 and serves both individual/family and institutional clients. Its fee model combines percent-of-AUM billing with hourly and fixed-fee engagements, and its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting-related services, and selection of other advisers. The firm describes itself as a capital allocator, meaning it places client capital with third‑party managers as part of its investment program. Alliance does not identify as an active ESG investor. It maintains an industry affiliation with an insurance company and operates under an independent RIA structure rather than as a wirehouse or broker-dealer affiliate.