ALLIANCE WEALTH MANAGEMENT GROUP, LLC
CRD #169573 SEC #801-78935 FLEMINGTON, NJ (908) 751 - 7090
SEC Registered
Total AUM
$424.2M
Discretionary
$424.2M
Employees
13
Clients
10
Accounts
1,137
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $424.2M | $424.2M | $0 | 13 | 1 |
| Mar 2025 | $424.2M | $424.2M | $0 | 13 | 1 |
| Mar 2024 | $363.5M | $363.5M | $0 | 13 | 1 |
| Mar 2023 | $309.4M | $309.4M | $0 | 13 | 1 |
| Oct 2022 | $356.2M | $356.2M | $0 | 17 | 0 |
| Mar 2022 | $356.2M | $356.2M | $0 | 17 | 0 |
| Mar 2021 | $291M | $291M | $0 | 11 | 0 |
| May 2020 | $254.5M | $254.5M | $0 | 12 | 0 |
| Mar 2020 | $254.5M | $254.5M | $0 | 12 | 0 |
| Mar 2019 | $207.6M | $207.6M | $0 | 12 | 0 |
| Aug 2018 | $240.7M | $223.4M | $17.2M | 10 | 0 |
| Mar 2018 | $240.7M | $223.4M | $17.2M | 10 | 0 |
| Feb 2018 | $240.7M | $223.4M | $17.2M | 10 | 0 |
| Oct 2017 | $229.8M | $216.7M | $13.1M | 10 | 0 |
| Aug 2017 | $207.4M | $207.4M | $0 | 10 | 300 |
| Feb 2017 | $207.4M | $207.4M | $0 | 10 | 300 |
| Dec 2016 | $213.3M | $213.3M | $0 | 9 | 280 |
| Dec 2016 | $213.3M | $213.3M | $0 | 9 | 280 |
| Jun 2016 | $213.3M | $213.3M | $0 | 9 | 280 |
| Jan 2016 | $213.3M | $213.3M | $0 | 9 | 280 |
| Mar 2015 | $193.7M | $193.7M | $0 | 9 | 227 |
| Dec 2014 | $185M | $185M | $0 | 3 | 0 |
| Dec 2014 | $0 | $0 | $0 | 3 | 0 |
| Nov 2014 | $0 | $0 | $0 | 3 | 0 |
| Sep 2014 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$424.2M
Discretionary$424.2M
Non-Disc.$0
Employees13
Clients1
DateMar 2025
Total AUM$424.2M
Discretionary$424.2M
Non-Disc.$0
Employees13
Clients1
DateMar 2024
Total AUM$363.5M
Discretionary$363.5M
Non-Disc.$0
Employees13
Clients1
DateMar 2023
Total AUM$309.4M
Discretionary$309.4M
Non-Disc.$0
Employees13
Clients1
DateOct 2022
Total AUM$356.2M
Discretionary$356.2M
Non-Disc.$0
Employees17
Clients0
DateMar 2022
Total AUM$356.2M
Discretionary$356.2M
Non-Disc.$0
Employees17
Clients0
DateMar 2021
Total AUM$291M
Discretionary$291M
Non-Disc.$0
Employees11
Clients0
DateMay 2020
Total AUM$254.5M
Discretionary$254.5M
Non-Disc.$0
Employees12
Clients0
DateMar 2020
Total AUM$254.5M
Discretionary$254.5M
Non-Disc.$0
Employees12
Clients0
DateMar 2019
Total AUM$207.6M
Discretionary$207.6M
Non-Disc.$0
Employees12
Clients0
DateAug 2018
Total AUM$240.7M
Discretionary$223.4M
Non-Disc.$17.2M
Employees10
Clients0
DateMar 2018
Total AUM$240.7M
Discretionary$223.4M
Non-Disc.$17.2M
Employees10
Clients0
DateFeb 2018
Total AUM$240.7M
Discretionary$223.4M
Non-Disc.$17.2M
Employees10
Clients0
DateOct 2017
Total AUM$229.8M
Discretionary$216.7M
Non-Disc.$13.1M
Employees10
Clients0
DateAug 2017
Total AUM$207.4M
Discretionary$207.4M
Non-Disc.$0
Employees10
Clients300
DateFeb 2017
Total AUM$207.4M
Discretionary$207.4M
Non-Disc.$0
Employees10
Clients300
DateDec 2016
Total AUM$213.3M
Discretionary$213.3M
Non-Disc.$0
Employees9
Clients280
DateDec 2016
Total AUM$213.3M
Discretionary$213.3M
Non-Disc.$0
Employees9
Clients280
DateJun 2016
Total AUM$213.3M
Discretionary$213.3M
Non-Disc.$0
Employees9
Clients280
DateJan 2016
Total AUM$213.3M
Discretionary$213.3M
Non-Disc.$0
Employees9
Clients280
DateMar 2015
Total AUM$193.7M
Discretionary$193.7M
Non-Disc.$0
Employees9
Clients227
DateDec 2014
Total AUM$185M
Discretionary$185M
Non-Disc.$0
Employees3
Clients0
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0