Alliance Private Wealth, LLC
Firm details
- Headquarters
- North Reading, Massachusetts
- CRD number
- 316612
- Registered since
- June 27, 2025
- Website
- allianceprivatewealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI94.07%
- Individuals5.85%
- Corporations / Businesses0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of Periodicals
Firm profile
FINTRXOverview
Alliance Private Wealth, LLC is an independent registered investment adviser structured as an LLC and owned by an individual principal. The firm registered with the SEC in 2025 and focuses its client work on individuals and families. Its service set centers on financial planning, portfolio management for individuals and small businesses, periodic pension consulting services, and the publication of periodicals or newsletters. Fee arrangements include typical AUM-based charging as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- Public Funds/Mutual Funds23%
- Non-Exchange Traded Equities19%
- State & Local Bonds3%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2
Alyson Shaw
Chief Compliance OfficerCRD 5073119
Robert Mestjian
Chief Investment OfficerCRD 5447978
Contacts
3 of 5
Jane Johnson
Director of PlanningCRD 7100257
Gregory Farland
FounderCRD 3009034
Holly Cloutier
Marketing DirectorCRD 7428123
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$241M in ETFs
72%
$175M
19%
$66.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P US GROWTH ETF (IUSG) | BlackRock | Passive | Large Growth | $27.7M | 142,888 | 11.48% |
Location
North Reading, MA
Middlesex
Location
North Reading, MA
Headquartered in North Reading, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 200 Park St
- Time zone
- ET (UTC-5)
- Office locations
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