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ALLIANCE WEALTH ADVISORS, LLC

SCRANTON, PA · CRD 288394 · IAPD ↗ · 570-961-1516

$601.1MRegulatory AUM
6Advisory reps
8Employees
0Clients
More than 500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — ALLIANCE WEALTH ADVISORS, LLC now reports custody of client assets ($86.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2026 — ALLIANCE WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($498.5M -> $601.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
December 2025 — ALLIANCE WEALTH ADVISORS, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — ALLIANCE WEALTH ADVISORS, LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — ALLIANCE WEALTH ADVISORS, LLC notice-filed in MA.
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.