Overview
Assets Under Management: $272 million
Headquarters: KNOXVILLE, TN
High-Net-Worth Clients: 112
Average Client Assets: $0.9 million
Frequently Asked Questions
ALLIANCE WEALTH MANAGEMENT PARTNERS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #313195), ALLIANCE WEALTH MANAGEMENT PARTNERS LLC is subject to fiduciary duty under federal law.
ALLIANCE WEALTH MANAGEMENT PARTNERS LLC is headquartered in KNOXVILLE, TN.
ALLIANCE WEALTH MANAGEMENT PARTNERS LLC serves 112 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, ALLIANCE WEALTH MANAGEMENT PARTNERS LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
ALLIANCE WEALTH MANAGEMENT PARTNERS LLC manages $272 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, ALLIANCE WEALTH MANAGEMENT PARTNERS LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 112
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.37%
Average Client Assets: $0.9 million
Total Client Accounts: 1,637
Discretionary Accounts: 1,569
Non-Discretionary Accounts: 68
Regulatory Filings
CRD Number: 313195
Filing ID: 2058355
Last Filing Date: 2026-03-23 16:21:38