RIA Intel›Advisers›Georgia›ALLEGIANCE WEALTH MANAGEMENT, INC.

ALLEGIANCE WEALTH MANAGEMENT, INC.

Advisory

GA

Data as of Dec 18, 2024 · Source: SEC Form ADV

Rank in GA

#597

of 607 advisers by AUM

Average account

$2M

across 30 accounts

AUM per adviser

$49M

1 advisers

Source: SEC Form ADV. Figures as filed Dec 18, 2024.

Total AUM

$49M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$49M

Discretionary AUM$49M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients30

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

30 clients

21 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

CAPITAL INVESTMENT PARTNERS LLC

GAINESVILLE, GA

$49M

$49M

SOUTHERN INCOMES, LLC

$49M

COLONY CAPITAL MANAGEMENT INC

$49M

WEALTHWISE FINANCIAL SOLUTIONS, LLC

$50M

8020 CAPITAL LLC

$49M

Get the full picture on ALLEGIANCE WEALTH MANAGEMENT, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ALLEGIANCE WEALTH MANAGEMENT, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans