Alliance Wealth Strategies, LLC
● SEC registered since 2019CRD 173559SEC# 801-117391Lynchburg, VA
Reg. AUM
$403.3M
Employees
8
Accounts
604
Location
Lynchburg, VA
About Alliance Wealth Strategies
Brown Edwards Wealth Strategies delivers holistic wealth management for individuals and families, retirement plan fiduciary services for sponsors, and institutional investment guidance for nonprofits. Planning areas include tax strategy, legacy planning, retirement income, portfolio strategy, federal benefits, and risk management.
Summary based on the firm’s website.
Alliance Wealth Strategies, LLC assets under management
Alliance Wealth Strategies, LLC is a registered investment adviser overseen by the SEC based in Lynchburg, VA. The firm has been registered since 2019. It reports $403.3 million in regulatory assets under management and employs 8 people.
Alliance Wealth Strategies, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Antony Douglas Roop Control | Director | Under 5% | 2017 |
| Brown, Edwards & Company L.L.P. Control | Owner | Over 75% | 2014 |
| Kelli Jane Vance Control | Director | Under 5% | 2023 |
| Ryan Allen McEntire Control | Director / Chief Compliance Officer | Under 5% | 2014 |
Frequently asked questions
How much does Alliance Wealth Strategies, LLC manage?
Alliance Wealth Strategies, LLC reports $403.3 million in regulatory assets under management on its Form ADV.
How many employees does Alliance Wealth Strategies, LLC have?
Alliance Wealth Strategies, LLC reports 8 employees.
Where is Alliance Wealth Strategies, LLC located?
Alliance Wealth Strategies, LLC is based in Lynchburg, VA and has been SEC-registered since 2019.
Does Alliance Wealth Strategies, LLC disclose fund performance?
Alliance Wealth Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 828 Main Street, Suite 1401, Lynchburg, VA 24504 |
| Phone | 434 948-9000 |
| Fax | 434-948-9029 |
| Office hours | 9:00 - 5:00 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$403.3M▲ 22%
Aug '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,389 advisers
EmployeesTop 47%
More than 53% of 16,799 advisers
Assets under management
$403.3Mregulatory AUM
Discretionary $402.7MNon-discretionary $588K