RIA Intel›Advisers›Utah›ALLIANCE WEALTH ADVISORS, LLC

ALLIANCE WEALTH ADVISORS, LLC

Advisory

N·CENTERVILLE, UT

Data as of May 1, 2026 · Source: SEC Form ADV

Total AUM
$552M
1-Year AUM Growth
+36.2%
3-Year CAGR
+11.0%
Employees
7
Assets Under Management
Total AUM$552M
Discretionary AUM$552M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients694
Team
Total Employees7
Investment Advisers19
Employee Growth (1Y)+16.7%
Filing History
Total Filings on Record12
First FilingMay 26, 2021
Latest FilingMay 1, 2026
🔒 Full AUM trend chart and 12 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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