Alliance Wealth Management Partners LLC
● SEC registered since 2021CRD 313195SEC# 801-121597Knoxville, TN
Reg. AUM
$272.4M
Employees
13
Accounts
1,637
Location
Knoxville, TN
Alliance Wealth Management Partners LLC assets under management
Alliance Wealth Management Partners LLC is a registered investment adviser overseen by the SEC based in Knoxville, TN. The firm has been registered since 2021. It reports $272.4 million in regulatory assets under management and employs 13 people.
Alliance Wealth Management Partners LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lori Hatcher Bishop Control | Member / Director Of Financial Planning | 10-25% | 2021 |
| Michael Bryant Bishop Control | Member / Partner / Chief Compliance Officer | 10-25% | 2021 |
| Michael Coy Lawson Control | Member | 25-50% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Alliance Wealth Management Partners LLC manage?
Alliance Wealth Management Partners LLC reports $272.4 million in regulatory assets under management on its Form ADV.
How many employees does Alliance Wealth Management Partners LLC have?
Alliance Wealth Management Partners LLC reports 13 employees.
Where is Alliance Wealth Management Partners LLC located?
Alliance Wealth Management Partners LLC is based in Knoxville, TN and has been SEC-registered since 2021.
Does Alliance Wealth Management Partners LLC disclose fund performance?
Alliance Wealth Management Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1111 N. Northshore Drive, Ste P-270, Knoxville, TN 37919 |
| Phone | (865) 862-5956 |
| Fax | (865) 862-5974 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$272.4M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$272.4Mregulatory AUM
Discretionary $210.7MNon-discretionary $61.7M