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ALLIANCE WEALTH MANAGEMENT GROUP, LLC

FLEMINGTON, NJ · CRD 169573 · IAPD ↗ · alliancewmg.com · (908) 751-7090

$517.4MRegulatory AUM
6Advisory reps
13Employees
0Clients
0Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2026 — ALLIANCE WEALTH MANAGEMENT GROUP, LLC notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2026 — ALLIANCE WEALTH MANAGEMENT GROUP, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
March 2026 — ALLIANCE WEALTH MANAGEMENT GROUP, LLC crossed $500M in regulatory AUM ($424.2M -> $517.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
April 2025 — ALLIANCE WEALTH MANAGEMENT GROUP, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2024 — ALLIANCE WEALTH MANAGEMENT GROUP, LLC notice-filed in AZ, CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.