ALLIANCE WEALTH MANAGEMENT PARTNERS LLC

1111 N. Northshore Drive
Ste P-270
Knoxville, Tennessee 37919
Tel: (865) 862-5956

About ALLIANCE WEALTH MANAGEMENT PARTNERS LLC

ALLIANCE WEALTH MANAGEMENT PARTNERS LLC, formally registered with the SEC as ALLIANCE WEALTH MANAGEMENT PARTNERS LLC. The firm was established in 06/25/2021. They have over 4 offices throughout the country.

ALLIANCE WEALTH MANAGEMENT PARTNERS LLC is a Knoxville, Tennessee based Financial Planning firm with nearly $234,634,130 assets under management, offering retirement planning & investment advisory services to 1310 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	313195
SEC#	801-121597
Assets Managed by Firm	$234,634,130
No. of Clients	1310
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1310	$234,634,130
Individuals (other than high net worth individuals)	458	$91,027,230
High net worth individuals	101	$96,193,544
Pension and profit sharing plans	47	$47,413,356

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