CENTERVILLE, UTCRD 314668Latest ADV March 10, 2026
Alliance Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Centerville, UT. Its latest Form ADV filing, dated March 10, 2026, reports $552M in regulatory assets under management, 19 employees, and 1,961 accounts.
Assets Under Management
$552M
Employees
19
Offices
--
Total Clients
770
Primary office
CENTERVILLE, UT
1148 WEST LEGACY CROSSING BLVD., SUITE 110, CENTERVILLE, UT, United States
Top client segmentIndividuals represent 81.9% of total clients.
Top client categories% of clientsClients
1
Individuals
81.9%
631
2
HNWI
18.1%
139
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$552Mas of March 10, 2026
Discretionary100.0%
$552M
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$552M
Total Accounts1,961
10Y AUM Change+$552M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee41:1
10Y Employee Change+11 (+137.5%)
* 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.