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ALLIANCE WEALTH ADVISORS, LLC

CENTERVILLE, UT · CRD 314668 · IAPD ↗ · 801-683-6000

$552.0MRegulatory AUM
7Advisory reps
19Employees
0Clients
More than 500Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — ALLIANCE WEALTH ADVISORS, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
June 2026 — ALLIANCE WEALTH ADVISORS, LLC notice-filed in AK, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2026 — ALLIANCE WEALTH ADVISORS, LLC now reports custody of client assets ($169.7M).
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 ($439.5M -> $552.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
May 2024 — ALLIANCE WEALTH ADVISORS, LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — ALLIANCE WEALTH ADVISORS, LLC reported RAUM up 36% ($270.9M -> $368.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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