Alliance Wealth Management Milwaukee, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 3 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Alliance Wealth Management Milwaukee, Inc. provides financial planning and investment consulting to a broad range of clients, including individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and other business entities. The brochure lists specific services such as income and cash‑flow analysis, investment and life‑insurance reviews, estate and business succession planning, employee deferred‑compensation and stock‑option analysis, and delivery of written reports or ongoing consulting.
The firm’s advice is non‑discretionary: it makes asset‑allocation and investment recommendations but leaves all investment decisions and trade execution to the client or the client’s chosen broker‑dealer. Fees for planning and consulting are negotiated as flat fees based on assets subject to services or, in limited circumstances, hourly rates, and the firm states that it does not provide discretionary portfolio management services.
AWMMIL is a single‑advisor, owner‑held practice whose representatives also maintain registrations with Raymond James and related entities, with the brochure noting that approximately 80% of representatives’ time is spent on those affiliated activities. The firm notes it may receive sponsorship fees for seminars, and representatives may receive commissions for securities and insurance sales; it deducts advisory fees from custodied accounts (limited custody) and does not vote proxies on behalf of clients.
Client services
Financial planning
Educational seminars or workshops
Consultations
Expertise
General retirement planning
Retirement income strategy
Charitable giving & philanthropy
Business succession planning
Occupation focus
Founder/Business Owner
Fee options
Flat fees based on asset value subject to services, see fee tiers above
$0 - $100,000: Flat fee up to $2,000 $100,001 - $250,000: Flat fee $2,000 - $5,000 $250,001 - $500,000: Flat fee $5,000 - $10,000 $500,001 - $750,000: Flat fee $10,000 - $15,000 $750,001+: Flat fee up to 2% of value of assets
Commissions received for sales of securities and insurance products
Hourly fee ranges from $150 to $300 per hour with a minimum fee of $300
Minimum fee: Flat fees range from up to $2,000 for assets $0-$100,000, up to $5,000 for assets $100,001-$250,000, up to $10,000 for assets $250,001-$500,000, up to $15,000 for assets $500,001-$750,000, and up to 2% of assets over $750,000 Fee-only: Flat fees and hourly fees for advisory services
Main office location
Alliance Wealth Management Milwaukee, Inc.
135 S. 84 Th Street, Suite 135
Milwaukee WI 53214, United States
Number of offices
1
Most active in
Alliance Wealth Management Milwaukee, Inc. has reported serving >5 clients in these states in the last 12 months.
Wisconsin
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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