ALLIANCE WEALTH ADVISORS, LLC

1148 West Legacy Crossing Blvd.
Suite 110
Centerville, Utah 84014
Tel: 801-683-6000

About ALLIANCE WEALTH ADVISORS, LLC

ALLIANCE WEALTH ADVISORS, LLC, formally registered with the SEC as ALLIANCE WEALTH ADVISORS, LLC. The firm was established in 06/25/2021. They have over 1 offices throughout the country.

ALLIANCE WEALTH ADVISORS, LLC is a Centerville, Utah based Financial Planning firm with nearly $368,846,691 assets under management, offering retirement planning & investment advisory services to 1426 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	314668
SEC#	801-121605
Assets Managed by Firm	$368,846,691
No. of Clients	1426
No. of Advisors	13

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops
Other (ASSET ALLOCATION SERVICES; ADVISORY CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	1426	$368,846,691
Individuals (other than high net worth individuals)	546	$181,922,688
High net worth individuals	91	$186,924,003

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