FLEMINGTON, NJCRD 169573Latest ADV February 19, 2026
Alliance Wealth Management Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Flemington, NJ. Its latest Form ADV filing, dated February 19, 2026, reports $517M in regulatory assets under management, 13 employees, 5 offices, and 1,211 accounts.
Assets Under Management
$517M
Employees
13
Offices
5 offices
Total Clients
447
Primary office
FLEMINGTON, NJ
23 ROYAL ROAD, SUITE 101, FLEMINGTON, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.4% of total clients.
Top client categories% of clientsClients
1
Individuals
69.4%
310
2
HNWI
30.6%
137
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$517Mas of February 19, 2026
Discretionary100.0%
$517M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$517M
Total Accounts1,211
10Y AUM Change+$310M (+149.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee34:1
10Y Employee Change+3 (+30.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.