# Alliance Wealth Advisors, LLC

> Alliance Wealth Advisors, LLC is an SEC-registered investment advisory firm in Centerville, UT, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 6, 2026.

- CRD: 314668
- Filed as: ALLIANCE WEALTH ADVISORS, LLC
- Also doing business as: MYRETIRE
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Centerville, UT
- Filing period: October 2026
- Form ADV filing dated: August 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/314668
- AdvisorCensus page: https://advisorcensus.com/firm/alliance-wealth-advisors-llc-centerville-ut-314668

## Quick answers

**How is Alliance Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Alliance Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Alliance Wealth Advisors, LLC located?**
Alliance Wealth Advisors, LLC's principal office is in Centerville, UT, according to its Form ADV.

**Is Alliance Wealth Advisors, LLC registered with the SEC or a state?**
Alliance Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 314668.

**How much does Alliance Wealth Advisors, LLC manage?**
Alliance Wealth Advisors, LLC reports $551,968,986 in regulatory assets under management in its Form ADV filing dated August 6, 2026 (100% discretionary).

**How have Alliance Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Alliance Wealth Advisors, LLC: Regulatory assets under management: $0 in the October 2021 data and $551,968,986 in the October 2026 data. Total employees: 8 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Alliance Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (631); high net worth individuals (139).

**Which custodians does Alliance Wealth Advisors, LLC use?**
Alliance Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Alliance Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/314668

**What changed in Alliance Wealth Advisors, LLC's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in FL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $551,968,986
- Discretionary: $551,968,986
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 631 | $233,586,147 |
| High net worth individuals | 139 | $318,382,839 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 19 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AZ, CA, CO, FL, ID, LA, OR, TX, UT, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- awaplanning.com
- myretire.us
- LinkedIn @awa-planning
- YouTube @alliancewealthadvisors4672

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 8 | June 29, 2021 |
| October 2022 | $229,975,579 | 10 | August 17, 2022 |
| October 2023 | $270,871,067 | 14 | September 8, 2023 |
| October 2024 | $368,846,691 | 13 | May 1, 2024 |
| October 2025 | $439,486,365 | 14 | March 21, 2025 |
| October 2026 | $551,968,986 | 19 | August 6, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $551,968,986 in the October 2026 data.
Total employees: 8 in October 2021 and 19 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in FL.

### June 2026
- Registered or notice-filed in AK, VA.

### April 2026
- Regulatory assets under management went from $439,486,365 to $551,968,986 (+26%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alliance Wealth Advisors, LLC (CRD 314668): Form ADV filing data as of October 2026.