NORTH READING, MACRD 316612Latest ADV March 5, 2026
Alliance Private Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in North Reading, MA. Its latest Form ADV filing, dated March 5, 2026, reports $466M in regulatory assets under management, 11 employees, 2 offices, and 587 accounts.
Top client segmentHNWI represent 59.9% of total clients.
Top client categories% of clientsClients
1
HNWI
59.9%
100
2
Individuals
40.1%
67
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$466Mas of March 5, 2026
Discretionary100.0%
$466M
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$466M
Total Accounts587
10Y AUM Change+$364M (+355.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee15:1
10Y Employee Change+1 (+10.0%)
* 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.