Alliance Wealth Advisors, LLC

Overview

Alliance Wealth Advisors, LLC is an independent, SEC‑registered registered investment adviser formed as an LLC and operating as a percentage‑of‑AUM advisory practice. The firm identifies as a capital allocator focused on individual and family clients and uses a mix of planning and discretionary portfolio management. Its advisory services include financial planning, portfolio management for individuals and small businesses, manager selection (selection of other advisers) and investor education through seminars or workshops. Alliance does not position itself as an active ESG investor and is not identified as a multi‑state pension consultant or related adviser. The firm lists an industry affiliation with accounting professionals, which suggests close coordination with tax or accounting advisors as part of client service.

Assets & Accounts

Public Holdings

Investments & Alternatives