ALLIANCE WEALTH STRATEGIES, LLC

ALLIANCE WEALTH STRATEGIES, LLC of LYNCHBURG, VA is an SEC-registered investment adviser (CRD 173559). Regulatory assets under management: $330.7M.

Registration

• CRD: 173559
• SEC file number: 801-117391
• Type: Registered investment adviser
• Location: 828 MAIN STREET, SUITE 1401, LYNCHBURG, VA, 24504
• Phone: 434 948-9000
• Latest filing: 2026-03-09
• Regulatory AUM: $330.7M
• Discretionary AUM: $330.4M
• Non-discretionary AUM: $256K
• Clients: 7
• Accounts: 555

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions, Charities.

Officers, owners & control persons (7)

Branch offices (26)

Showing 15 of 26 offices.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173559 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search