ALLIANCE WEALTH STRATEGIES, LLC
Legal name: BROWN EDWARDS WEALTH STRATEGIES
CRD #173559 SEC #801-117391 LYNCHBURG, VA 434 948-9000
SEC Registered
Total AUM
$330.7M
Discretionary
$330.4M
Employees
7
Clients
--
Accounts
555
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $330.7M | $330.4M | $256.2K | 7 | 0 |
| Aug 2024 | $272.2M | $272M | $187.4K | 7 | 0 |
| Mar 2024 | $232.1M | $232.1M | $26.1K | 7 | 0 |
| Oct 2023 | $232.1M | $232.1M | $26.1K | 8 | 0 |
| Aug 2023 | $232.1M | $232.1M | $26.1K | 8 | 0 |
| Oct 2022 | $225.3M | $225.3M | $22.7K | 9 | 2 |
| Aug 2022 | $225.3M | $225.3M | $22.7K | 9 | 2 |
| Nov 2021 | $202.4M | $202.4M | $20.3K | 9 | 2 |
| Aug 2021 | $202.4M | $202.4M | $20.3K | 9 | 2 |
| Dec 2020 | $122.1M | $122M | $14K | 9 | 1 |
| Sep 2020 | $122.1M | $122M | $14K | 9 | 1 |
| Jun 2020 | $102.6M | $102.6M | $10.8K | 8 | 1 |
| Oct 2019 | $102.6M | $102.6M | $10.8K | 8 | 1 |
| Aug 2019 | $102.6M | $102.6M | $10.8K | 8 | 1 |
DateAug 2025
Total AUM$330.7M
Discretionary$330.4M
Non-Disc.$256.2K
Employees7
Clients0
DateAug 2024
Total AUM$272.2M
Discretionary$272M
Non-Disc.$187.4K
Employees7
Clients0
DateMar 2024
Total AUM$232.1M
Discretionary$232.1M
Non-Disc.$26.1K
Employees7
Clients0
DateOct 2023
Total AUM$232.1M
Discretionary$232.1M
Non-Disc.$26.1K
Employees8
Clients0
DateAug 2023
Total AUM$232.1M
Discretionary$232.1M
Non-Disc.$26.1K
Employees8
Clients0
DateOct 2022
Total AUM$225.3M
Discretionary$225.3M
Non-Disc.$22.7K
Employees9
Clients2
DateAug 2022
Total AUM$225.3M
Discretionary$225.3M
Non-Disc.$22.7K
Employees9
Clients2
DateNov 2021
Total AUM$202.4M
Discretionary$202.4M
Non-Disc.$20.3K
Employees9
Clients2
DateAug 2021
Total AUM$202.4M
Discretionary$202.4M
Non-Disc.$20.3K
Employees9
Clients2
DateDec 2020
Total AUM$122.1M
Discretionary$122M
Non-Disc.$14K
Employees9
Clients1
DateSep 2020
Total AUM$122.1M
Discretionary$122M
Non-Disc.$14K
Employees9
Clients1
DateJun 2020
Total AUM$102.6M
Discretionary$102.6M
Non-Disc.$10.8K
Employees8
Clients1
DateOct 2019
Total AUM$102.6M
Discretionary$102.6M
Non-Disc.$10.8K
Employees8
Clients1
DateAug 2019
Total AUM$102.6M
Discretionary$102.6M
Non-Disc.$10.8K
Employees8
Clients1