Alliance Private Wealth, LLC
● SEC registered since 2025CRD 316612SEC# 801-133775North Reading, MA
Reg. AUM
$466.2M
Employees
11
Accounts
587
Location
North Reading, MA
Alliance Private Wealth, LLC assets under management
Alliance Private Wealth, LLC is an SEC-registered investment adviser based in North Reading, MA. The firm has been registered since 2025. It reports $466.2 million in regulatory assets under management and employs 11 people.
Alliance Private Wealth, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Alfred Farland Control | Chief Executive Officer And Chief Compliance Officer | Over 75% | 2013 |
| Robert Aram Mestjian | Member | 5-10% | 2013 |
Frequently asked questions
How much does Alliance Private Wealth, LLC manage?
Alliance Private Wealth, LLC reports $466.2 million in regulatory assets under management on its Form ADV.
How many employees does Alliance Private Wealth, LLC have?
Alliance Private Wealth, LLC reports 11 employees.
Where is Alliance Private Wealth, LLC located?
Alliance Private Wealth, LLC is based in North Reading, MA and has been SEC-registered since 2025.
Does Alliance Private Wealth, LLC disclose fund performance?
Alliance Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 200 Park St, North Reading, MA 01864 |
| Phone | 978-276-1300 |
| Fax | 978-276-1310 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 2109849 |
| Discloses disciplinary history | No |
Regulatory AUM
$466.2M▲ 356%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$466.2Mregulatory AUM
Discretionary $466.2M