Alliance Wealth Advisors, LLC
● SEC registered since 2021CRD 314668SEC# 801-121605Centerville, UT
Reg. AUM
$552M
Employees
19
Accounts
1,961
Location
Centerville, UT
Alliance Wealth Advisors, LLC assets under management
Alliance Wealth Advisors, LLC is an SEC-registered investment adviser based in Centerville, UT. The firm has been registered since 2021. It reports $552 million in regulatory assets under management and employs 19 people.
Alliance Wealth Advisors, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alyssa Ann Jones | Chief Experience Officer | Under 5% | 2024 |
| Benjamin David Coles | Chief Development Officer | 5-10% | 2018 |
| Chad Edwards Kelley Control | Chief Compliance Officer | Under 5% | 2024 |
| Mason Michael Page | Chief Operations Officer | 5-10% | 2021 |
| Paul Alfred Coles Control | Owner/Chief Executive Officer | Over 75% | 2009 |
| Scott G Hoxer | Chief Investment Officer | 5-10% | 2021 |
| Taylor C Dillon | Chief Financial Officer | Under 5% | 2026 |
Frequently asked questions
How much does Alliance Wealth Advisors, LLC manage?
Alliance Wealth Advisors, LLC reports $552 million in regulatory assets under management on its Form ADV.
How many employees does Alliance Wealth Advisors, LLC have?
Alliance Wealth Advisors, LLC reports 19 employees.
Where is Alliance Wealth Advisors, LLC located?
Alliance Wealth Advisors, LLC is based in Centerville, UT and has been SEC-registered since 2021.
Does Alliance Wealth Advisors, LLC disclose fund performance?
Alliance Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1148 West Legacy Crossing Blvd., Suite 110, Centerville, UT 84014 |
| Phone | 801-683-6000 |
| Fax | 855-798-6600 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$552M▲ 26%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,306 advisers
EmployeesTop 25%
More than 75% of 16,824 advisers
Assets under management
$552Mregulatory AUM
Discretionary $552M