RIA Intel›Advisers›Michigan›ALLIANCE ADVISORS WEALTH MANAGEMENT LLC

ALLIANCE ADVISORS WEALTH MANAGEMENT LLC

Advisory

NOVI, MI

Data as of Mar 23, 2026 · Source: SEC Form ADV

Average account

$273K

across 55 accounts

AUM per adviser

$15M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients45

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, MI

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

45 clients

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

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Advisers of similar size in MI

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

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ARMOR WEALTH STRATEGIES, LLC

FARMINGTON HILLS, MI

$15M

NEWAGE ADVISORS LLC

LANSING, MI

$15M

VINKEMULDER FINANCIAL L.L.C.

$15M

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