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ALLIANCE WEALTH MANAGEMENT PARTNERS LLC

KNOXVILLE, TN · CRD 313195 · IAPD ↗ · secwealthmanagement.com · (865) 862-5956

$272.4MRegulatory AUM
5Advisory reps
13Employees
0Clients
1-10Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2025 — ALLIANCE WEALTH MANAGEMENT PARTNERS LLC reported RAUM up 27% ($184.3M -> $234.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
March 2024 — ALLIANCE WEALTH MANAGEMENT PARTNERS LLC now reports custody of client assets ($19.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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