Alliance Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
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
Dallas TX
Advisors at this office
1
Most active in
Arkansas · Texas
Also doing business as
Alliance Wealth Management, LLC · Carson, Shannon
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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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