ALLIANCE PRIVATE WEALTH, LLC
CRD #316612 SEC #801-133775 NORTH READING, MA 978-276-1300
SEC Registered
Total AUM
$449.6M
Discretionary
$449.6M
Employees
10
Clients
1
Accounts
564
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 9, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SHAW, ALYSON, MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| FARLAND, GREGORY, ALFRED | I | CHIEF EXECUTIVE OFFICER | E | Control |
| FARLAND, GREGORY, ALFRED | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FARLAND, GREGORY, ALFRED | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MESTJIAN, ROBERT, ARAM | I | MEMBER | A | |
| MESTJIAN, ROBERT, ARAM | I | MEMBER | A | |
| MESTJIAN, ROBERT, ARAM | I | MEMBER | A |
Registrations
Federal
IA
Oct 9, 2025 REGISTERED
Notice Filings (3)
MA NH TX
Address
200 PARK STNORTH READING, MA 01864
United States
Phone: 978-276-1300