# ALLEGIANCE WEALTH MANAGEMENT, INC.

ALLEGIANCE WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser.

## Registration

- CRD: 121392
- Type: SEC-registered investment adviser
- Phone: 7707655575
- Latest filing: 2024-12-18
- Regulatory AUM: $49.2M
- Discretionary AUM: $49.2M
- Clients: 1
- Accounts: 30

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/121392/brochure
- Similar advisers: https://search.stillhousedata.com/firm/121392/similar
- Related entities: https://search.stillhousedata.com/firm/121392/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/121392

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.