Data / Investment advisers / Utah / Alliance Wealth Advisors, LLC
Alliance Wealth Advisors, LLC, Centerville, UT: $552 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Alliance Wealth Advisors, LLC is an SEC registered investment adviser with its main office in Centerville, Utah and reports $552 million in regulatory assets under management in its Form ADV filed August 6, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management.
The request: Watch Alliance Wealth Advisors, LLC (CRD number 314668): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 314668
- SEC file number
- 801-121605
- SEC status
- Approved, effective June 25, 2021
- Main office
- 1148 West Legacy Crossing Blvd. Suite 110, Centerville, UT 84014
- Phone
- (801) 683-6000
- Regulatory AUM
- $551,968,986 in the Form ADV filed August 6, 2026
- Discretionary AUM
- $551,968,986
- Accounts
- 1,961
- Employees
- 19, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 6, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 139 | $318.4 million |
| Individuals (other than high net worth individuals) | 631 | $233.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $552 million | March 10, 2026 |
| December 1, 2025 | $439.5 million | October 24, 2025 |
Other advisers in Utah
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Squire Wealth Advisors | Orem | $586.7 million | Not listed | adviserinfo.sec.gov |
| Lep Management LLC | Salt Lake City | $585.2 million | 4 | adviserinfo.sec.gov |
| Adams Wealth Advisors | Logan | $565.8 million | 12 | adviserinfo.sec.gov |
| Jacobsen Capital Management | Salt Lake City | $562.9 million | Not listed | adviserinfo.sec.gov |
| Narus Financial Partners, LLC | Salt Lake City | $559 million | Not listed | adviserinfo.sec.gov |
| HST Ventures, LLC | Park City | $551.1 million | Not listed | adviserinfo.sec.gov |
| Cachetech | Logan | $547.4 million | 2 | adviserinfo.sec.gov |
| Cimarron Healthcare Capital, LLC | Salt Lake City | $532.7 million | 7 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Utah
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Alliance Wealth Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.