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ALLIANCE WEALTH MANAGEMENT PARTNERS LLC
CRD 313195File 801-121597
APPROVED
Retail clients
Custody
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$272.4M
Below cohort median (national)
Discretionary AUM
$210.7M
Non-discretionary $61.7M
Clients
764
1,637 accounts
Employees
13
Below cohort median in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jun 25, 2021
- Principal office
- 1111 N. NORTHSHORE DRIVE, STE P-270, KNOXVILLE, TN, 37919
- Phone
- (865) 862-5956
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $272.4M
- Discretionary AUM
- $210.7M
- Non-discretionary AUM
- $61.7M
- Discretionary accounts
- 1,569
- Non-discretionary accounts
- 68
- Total accounts
- 1,637
- AUM per client
- $357K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 112 | $104.5M |
| Pension and profit sharing plans | 58 | $56.7M |
| Individuals (other than high net worth individuals) | 594 | $111.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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
- No
- 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 |
|---|---|---|---|
| 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.