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BROWN EDWARDS WEALTH STRATEGIES
Legal name: ALLIANCE WEALTH STRATEGIES, LLC
CRD 173559File 801-117391
APPROVED
Retail clients
Custody
Filing as of Aug 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$403.3M
Below cohort median (national)
Discretionary AUM
$402.7M
Non-discretionary $588K
Clients
217
604 accounts
Employees
8
Below cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Sep 23, 2019
- Principal office
- 828 MAIN STREET, SUITE 1401, LYNCHBURG, VA, 24504
- Phone
- 434 948-9000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $403.3M
- Discretionary AUM
- $402.7M
- Non-discretionary AUM
- $588K
- Discretionary accounts
- 599
- Non-discretionary accounts
- 5
- Total accounts
- 604
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $22.8M |
| Charitable organizations | Fewer than 5 | $10.0M |
| High net worth individuals | 105 | $345.7M |
| Pension and profit sharing plans | Fewer than 5 | $1.4M |
| Individuals (other than high net worth individuals) | 112 | $23.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Sep 1, 2026 | Employees | 7 | 8 | increased by1 |
| Sep 1, 2026 | Clients | 200 | 217 | increased by17 |
| Sep 1, 2026 | AUM | $330,683,413 | $403,263,630 | increased by$72,580,217 |
| Sep 1, 2026 | Accounts | 555 | 604 | increased by49 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 216 | 200 | decreased by16 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $272,165,683 | $330,683,413 | increased by$58,517,730 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 522 | 555 | increased by33 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 7 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 192 | 216 | increased by24 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $225,286,359 | $272,165,683 | increased by$46,879,324 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 452 | 522 | increased by70 |
| Sep 1, 2022 | Clients | 152 | 192 | increased by40 |
| Sep 1, 2022 | AUM | $202,385,998 | $225,286,359 | increased by$22,900,361 |
| Sep 1, 2022 | Accounts | 349 | 452 | increased by103 |
| Sep 1, 2021 | Clients | 95 | 152 | increased by57 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BROWN EDWARDS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BROWN EDWARDS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.