Alliance Wealth Management Group, LLC
● SEC registered since 2014CRD 169573SEC# 801-78935Flemington, NJ
Reg. AUM
$517.4M
Employees
13
Accounts
1,211
Location
Flemington, NJ
Alliance Wealth Management Group, LLC assets under management
Alliance Wealth Management Group, LLC is an investment advisory firm registered with the SEC based in Flemington, NJ. The firm has been registered since 2014. It reports $517.4 million in regulatory assets under management and employs 13 people.
Alliance Wealth Management Group, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Steven Edward Linden Control | Member | 50-75% | 2014 |
| Steven Matthew Fox Control | Member & Chief Compliance Officer | 50-75% | 2014 |
| Thomas McCabe Control | Ceo | Under 5% | 2014 |
Frequently asked questions
How much does Alliance Wealth Management Group, LLC manage?
Alliance Wealth Management Group, LLC reports $517.4 million in regulatory assets under management on its Form ADV.
How many employees does Alliance Wealth Management Group, LLC have?
Alliance Wealth Management Group, LLC reports 13 employees.
Where is Alliance Wealth Management Group, LLC located?
Alliance Wealth Management Group, LLC is based in Flemington, NJ and has been SEC-registered since 2014.
Does Alliance Wealth Management Group, LLC disclose fund performance?
Alliance Wealth Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 23 Royal Road, Suite 101, Flemington, NJ 08822 |
| Phone | (908) 751-7090 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1623707 |
| Discloses disciplinary history | No |
Regulatory AUM
$517.4M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$517.4Mregulatory AUM
Discretionary $517.4M