Alliance Wealth Strategies, LLC
● SEC registered since 2019CRD 173559SEC# 801-117391Lynchburg, VA
Reg. AUM
$330.7M
Employees
7
Accounts
555
Location
Lynchburg, VA
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 $330.7 million in regulatory assets under management and employs 7 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 |
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Join to unlock · $37/moFrequently asked questions
How much does Alliance Wealth Strategies, LLC manage?
Alliance Wealth Strategies, LLC reports $330.7 million in regulatory assets under management on its Form ADV.
How many employees does Alliance Wealth Strategies, LLC have?
Alliance Wealth Strategies, LLC reports 7 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
$330.7MNo change
Aug '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$330.7Mregulatory AUM
Discretionary $330.4MNon-discretionary $256K