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 advisor organized as an LLC that serves individual and family clients. The firm charges fees as a percentage of assets under management and can also bill hourly or via fixed fees. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and the publication of investment periodicals or newsletters. The snapshot labels the firm as not an active ESG investor and not a capital allocator.
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
Juan David Ramon Soto
Director of Wealth PlanningCRD 7795740
Daniel Carroll
Senior Research AnalystCRD 4562905
Holly Cloutier
Marketing DirectorCRD 7428123
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$257M in ETFs
72%
$184M
20%
$72.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P US GROWTH ETF (IUSG) | BlackRock | Passive | Large Growth | $27.7M | 147,476 | 10.81% |
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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