Data / Investment advisers / New Jersey / Alliance Wealth Management Group, LLC
Alliance Wealth Management Group, LLC, Flemington, NJ: $517 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Alliance Wealth Management Group, LLC is an SEC registered investment adviser with its main office in Flemington, New Jersey and reports $517 million in regulatory assets under management in its Form ADV filed February 19, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Alliance Wealth Management Group, LLC (CRD number 169573): 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
- 169573
- SEC file number
- 801-78935
- SEC status
- Approved, effective January 8, 2014
- Main office
- 23 Royal Road Suite 101, Flemington, NJ 08822
- Phone
- (908) 751-7090
- Website
- alliancewmg.com
- Regulatory AUM
- $517,401,818 in the Form ADV filed February 19, 2026
- Discretionary AUM
- $517,401,818
- Accounts
- 1,211
- Employees
- 13, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 5
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 19, 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 | 137 | $414.7 million |
| Individuals (other than high net worth individuals) | 310 | $102.7 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 |
|---|---|---|
| March 2, 2026 | $517.4 million | February 19, 2026 |
| December 1, 2025 | $424.2 million | March 21, 2025 |
Other advisers in New Jersey
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| NCM Capital Management, LLC | Ramsey | $539.4 million | Not listed | adviserinfo.sec.gov |
| Access Wealth | East Hanover | $539.1 million | Not listed | adviserinfo.sec.gov |
| Mountain Hill Investment Partners | Atlantic Highlands | $539 million | Not listed | adviserinfo.sec.gov |
| Mezzasalma Advisors | Tinton Falls | $534.4 million | Not listed | adviserinfo.sec.gov |
| Sophron Capital Management | Summit | $527.3 million | Not listed | adviserinfo.sec.gov |
| Accretive Wealth Partners, LLC | Parsippany | $504.5 million | Not listed | adviserinfo.sec.gov |
| Black Coral Financial Advisors, LLC | Mount Olive | $504.4 million | Not listed | adviserinfo.sec.gov |
| Scientech Research LLC | Jersey City | $498.8 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Jersey
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Alliance Wealth Management Group, 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.