BROWN EDWARDS WEALTH STRATEGIES

Legal name: ALLIANCE WEALTH STRATEGIES, LLC

CRD 173559File 801-117391

APPROVED

Retail clients

Custody

Filing as of Mar 9, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$330.7M

Below cohort median (national)

Discretionary AUM

$330.4M

Non-discretionary $256K

Clients

200

555 accounts

Employees

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
Website: https://www.brownedwardswealth.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $330.7M
Discretionary AUM: $330.4M
Non-discretionary AUM: $256K
Discretionary accounts: 551
Non-discretionary accounts: 4
Total accounts: 555
AUM per client: $1.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$21.9M
Charitable organizations	Fewer than 5	$7.6M
High net worth individuals	74	$265.2M
Pension and profit sharing plans	Fewer than 5	$2.1M
Individuals (other than high net worth individuals)	126	$34.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.