ALLIANCE WEALTH MANAGEMENT PARTNERS LLC
Adviser information for ALLIANCE WEALTH MANAGEMENT PARTNERS LLC last updated from Form ADV on February 9th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Tennessee, United States |
Employees
| Total Number of Employees | 12 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 7 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2,760 | $184.3M |
| Non-Discretionary | 0 | $0 |
| Total | 2,760 | $184.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 485 | $70.8M |
| HNW Individuals | 102 | $75.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 14 | $37.8M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 146.5M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| ALLIANCE WRAP FEE PROGRAM | ALLIANCE WEALTH MANAGEMENT PARTNERS LLC |
Identifiers
| SEC RIA File Number | 801-121597 |
|---|---|
| SEC ERA File Number | 801-121597 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 313195 |
| Legal Entity Identifier | None |
Principal Office
1111 N. NORTHSHORE DRIVESTE P-270
KNOXVILLE
TN
United States
Monday - Friday, 8:30AM TO 5:00PM
Tel: (865) 862-5956, Fax: None
Chief Compliance Officer
MICHAEL B. BISHOP
PARTNER
422 MARILYN LANE
ALCOA
TN
United States
Tel:
(865) 268-8001
M******@*********T
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BISHOP, MICHAEL, BRYANT | Individual | – | MEMBER / PARTNER / CHIEF COMPLIANCE OFFICER | 03/2021 | 10-25% |
| CLARK, PATRICK, NEAL | Individual | – | MANAGING MEMBER / PARTNER | 03/2021 | 25-50% |
| LAWSON, MICHAEL, COY | Individual | – | MEMBER | 03/2021 | 25-50% |
| BISHOP, LORI, HATCHER | Individual | – | MEMBER / DIRECTOR OF FINANCIAL PLANNING | 03/2021 | 10-25% |