ALLIANCE WEALTH ADVISORS, LLC

CRD 314668File 801-121605

APPROVED

Retail clients

Custody

Filing as of Aug 6, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$552.0M

Above cohort median (national)

Discretionary AUM

$552.0M

Clients

770

1,961 accounts

Employees

Above cohort median in UT

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Jun 25, 2021
Principal office: 1148 WEST LEGACY CROSSING BLVD., SUITE 110, CENTERVILLE, UT, 84014
Phone: 801-683-6000
Website: https://myretire.us/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $552.0M
Discretionary AUM: $552.0M
Non-discretionary AUM: $0
Discretionary accounts: 1,961
Non-discretionary accounts: 0
Total accounts: 1,961
AUM per client: $717K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	139	$318.4M
Individuals (other than high net worth individuals)	631	$233.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Other
Other advisory activities
Financial planning services
Selection of other advisers
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 11

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

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	14	19	increased by5
Apr 1, 2026	Custody	No	Yes
Apr 1, 2026	Clients	694	770	increased by76
Apr 1, 2026	AUM	$439,486,365	$551,968,986	increased by$112,482,621
Apr 1, 2026	Accounts	1,530	1,961	increased by431
May 1, 2025 vs Oct 1, 2022	Employees	10	14	increased by4
May 1, 2025 vs Oct 1, 2022	Clients	530	694	increased by164
May 1, 2025 vs Oct 1, 2022	AUM	$229,975,579	$439,486,365	increased by$209,510,786
May 1, 2025 vs Oct 1, 2022	Accounts	1,014	1,530	increased by516
Apr 1, 2022	Employees	8	10	increased by2
Apr 1, 2022	Clients	513	530	increased by17
Apr 1, 2022	AUM	$223,988,053	$229,975,579	increased by$5,987,526
Apr 1, 2022	Accounts	886	1,014	increased by128
Nov 1, 2021	Registration	APPROVED-120	APPROVED
Nov 1, 2021	AUM	$0	$223,988,053	increased by$223,988,053

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “ALLIANCE WEALTH” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALLIANCE WEALTH” 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.