ALLIANCE WEALTH ADVISORS, LLC
CRD #314668 SEC #801-121605 CENTERVILLE, UT 801-683-6000
SEC Registered
Total AUM
$439.5M
Discretionary
$439.5M
Employees
14
Clients
--
Accounts
1,530
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $439.5M | $439.5M | $0 | 14 | 0 |
| Mar 2025 | $439.5M | $439.5M | $0 | 14 | 0 |
| May 2024 | $368.8M | $368.8M | $0 | 13 | 0 |
| Mar 2024 | $368.8M | $368.8M | $0 | 13 | 0 |
| Dec 2023 | $270.9M | $270.9M | $0 | 14 | 0 |
| Sep 2023 | $270.9M | $270.9M | $0 | 14 | 0 |
| Jun 2023 | $270.9M | $270.9M | $0 | 14 | 0 |
| Mar 2023 | $270.9M | $270.9M | $0 | 14 | 0 |
| Aug 2022 | $230M | $230M | $0 | 10 | 0 |
| Mar 2022 | $230M | $230M | $0 | 10 | 0 |
| Oct 2021 | $224M | $221.2M | $2.8M | 8 | 0 |
| Jun 2021 | $0 | $0 | $0 | 8 | 0 |
| May 2021 | $0 | $0 | $0 | 8 | 0 |
| May 2021 | $0 | $0 | $0 | 8 | 0 |
DateOct 2025
Total AUM$439.5M
Discretionary$439.5M
Non-Disc.$0
Employees14
Clients0
DateMar 2025
Total AUM$439.5M
Discretionary$439.5M
Non-Disc.$0
Employees14
Clients0
DateMay 2024
Total AUM$368.8M
Discretionary$368.8M
Non-Disc.$0
Employees13
Clients0
DateMar 2024
Total AUM$368.8M
Discretionary$368.8M
Non-Disc.$0
Employees13
Clients0
DateDec 2023
Total AUM$270.9M
Discretionary$270.9M
Non-Disc.$0
Employees14
Clients0
DateSep 2023
Total AUM$270.9M
Discretionary$270.9M
Non-Disc.$0
Employees14
Clients0
DateJun 2023
Total AUM$270.9M
Discretionary$270.9M
Non-Disc.$0
Employees14
Clients0
DateMar 2023
Total AUM$270.9M
Discretionary$270.9M
Non-Disc.$0
Employees14
Clients0
DateAug 2022
Total AUM$230M
Discretionary$230M
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$230M
Discretionary$230M
Non-Disc.$0
Employees10
Clients0
DateOct 2021
Total AUM$224M
Discretionary$221.2M
Non-Disc.$2.8M
Employees8
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0