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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $449.6M | $449.6M | $0 | 10 | 0 |
| Oct 2025 | $449.6M | $449.6M | $0 | 10 | 0 |
| May 2025 | $102.3M | $102.3M | $0 | 10 | 0 |
DateOct 2025
Total AUM$449.6M
Discretionary$449.6M
Non-Disc.$0
Employees10
Clients0
DateOct 2025
Total AUM$449.6M
Discretionary$449.6M
Non-Disc.$0
Employees10
Clients0
DateMay 2025
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees10
Clients0