LP Profile

Alliance Wealth Management Partners

Also known as alliance wealth

Wealth ManagerKnoxville, United StatesFounded 2021
$272M
Assets Under Management
Knoxville
Headquarters
Investment Focus

About Alliance Wealth Management Partners

Alliance Wealth Management Partners is an independent, fee-based registered investment advisory firm in Knoxville, United States, founded in 2021, with about $272 million in assets. It was formed from a merger of financial practices and professionals who shared a client-centered approach to comprehensive wealth management. Its process begins with a complimentary assessment of the client's financial planning position, followed by personalized planning and portfolio building. The firm then conducts ongoing reviews of the portfolio to confirm it still fits the client's plans.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Alliance Wealth Management Partners from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$272.4M
Total Clients
1,637
Filing Date
March 23, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Alliance Wealth Management Partners across SEC, IRS, DOL and international registers — newest first.

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FAQ

Frequently asked questions

What type of investor is Alliance Wealth Management Partners?

Alliance Wealth Management Partners is a wealth manager based in Knoxville, United States, managing approximately $272M in assets.

Where is Alliance Wealth Management Partners headquartered?

Alliance Wealth Management Partners is headquartered in Knoxville, United States.

How much does Alliance Wealth Management Partners manage?

Alliance Wealth Management Partners manages approximately $272M in assets under management.

When was Alliance Wealth Management Partners founded?

Alliance Wealth Management Partners was founded in 2021.

How can I contact Alliance Wealth Management Partners?

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