Alliance Wealth Advisors, LLC
Firm details
- Headquarters
- Centerville, Utah
- CRD number
- 314668
- Registered since
- June 25, 2021
- Website
- www.awaplanning.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI57.68%
- Individuals42.32%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Alliance Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm serves individual and family clients on a percentage-of-AUM fee basis and identifies itself as a capital allocator, meaning it sources and allocates to third-party managers in addition to managing client portfolios directly. Core advisory services include financial planning, portfolio management for individuals and small businesses, selecting other advisers, and running educational seminars or workshops. The firm is not an active ESG investor, does not act as a pension consultant, and reports an affiliation with accounting professionals.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities47%
- Public Funds/Mutual Funds47%
- Investment Grade Corp Bonds2%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
3 of 6Taylor Dillon
CFOCRD 8227377
Alyssa Jones
Chief Experience OfficerCRD 7886138
Paul Coles
CEO, Investment AdvisorCRD 6228355
Contacts
3 of 7
Alexander Lewis
Operations AssociateCRD 8303307
Jessica Ellis
Investment Advisor RepresentativeCRD 7739310
James Van Leeuwen
Accounts ManagerCRD 8077796
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$475M in ETFs
83%
$395M
4%
$79.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND (VONG) | Vanguard | Passive | Large Growth | $70.9M | 554,931 | 14.94% |
Location
Centerville, UT
Davis
Location
Centerville, UT
Headquartered in Centerville, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Davis
- Address
- 1148 W Legacy Crossing Blvd
- Time zone
- MT (UTC-7)
- Office locations
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