Alliance Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,585,475
Clients
35
29% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
35
HighAverage account size
$302,442
About
The firm provides investment advisory and financial planning services to individuals, high‑net‑worth clients, and 403b retirement plan participants, offering ongoing portfolio management, private wealth management, and standalone financial planning. It administers client accounts through third‑party platforms (including UMA/APM services) and delivers periodic account and performance reporting.
Its investment approach emphasizes proprietary tactical asset allocation portfolios driven by a rules‑based quantitative algorithm, with model portfolios calibrated to different risk profiles (Conservative, Moderate, Growth, Aggressive Growth) and designed to move into U.S. Treasury funds or cash to mitigate drawdown risk. The firm uses a mix of quantitative, technical and fundamental analysis alongside modern portfolio theory, monitors portfolios daily, and conducts periodic reviews and reporting at least semi‑annually.
Noteworthy distinctions disclosed in the brochure include the use of proprietary model portfolios and rules‑based signals alongside consolidated performance reporting, and an insurance‑related business connection: a licensed insurance agent relationship with renewal commissions on an existing annuity book and occasional insurance product advice or referral compensation. Those insurance activities and the firm’s emphasis on model‑driven portfolio signals and related performance materials are less common among independent advisers.
Client services
Portfolio management
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Retired
Fee options
Charged for financial planning services; specific amounts not provided.
$0 - $500,000: 1.55% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.75%
Charged for financial planning services; specific rates not provided.
Account minimum: $250,000
Main office location
Alliance Wealth Management, LLC
Dallas TX, United States
Number of offices
1
Most active in
Alliance Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Arkansas · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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