Alliance Wealth Management Milwaukee, Inc.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
1

Firm details

Headquarters
Milwaukee, Wisconsin
CRD number
143387
Fee structure
Hourly Charges, Fixed Fees, Other
Services
Financial PlanningEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Alliance Wealth Management Milwaukee, Inc. is registered as an independent RIA organized as a corporation and owned by an individual. The advisory practice focuses on financial planning and runs educational seminars and workshops for clients or prospects. Its fee model is non-transactional, combining hourly charges, fixed fees and other non-commission arrangements. The firm does not identify as an active ESG investor, is not multi-state in its advisor registration status, and is not described as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Craig Pluta

    Craig Pluta

    PresidentCRD 1316063

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Milwaukee, WI

Milwaukee

Location

Milwaukee, WI

Headquartered in Milwaukee, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.

Metro area
Milwaukee-Racine-Waukesha, WI
Region
Midwest
County
Milwaukee
Address
135 S 84th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth