# Alliance Wealth Management Group, LLC

> Alliance Wealth Management Group, LLC is an SEC-registered investment advisory firm in Flemington, NJ, registered since 2014, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 19, 2026.

- CRD: 169573
- Filed as: ALLIANCE WEALTH MANAGEMENT GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Flemington, NJ
- Filing period: October 2026
- Form ADV filing dated: February 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169573
- AdvisorCensus page: https://advisorcensus.com/firm/alliance-wealth-management-group-llc-flemington-nj-169573

## Quick answers

**How is Alliance Wealth Management Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Alliance Wealth Management Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Alliance Wealth Management Group, LLC located?**
Alliance Wealth Management Group, LLC's principal office is in Flemington, NJ, according to its Form ADV; the March 2026 filing also lists 5 other offices (Schedule D, Section 1.F).

**Is Alliance Wealth Management Group, LLC registered with the SEC or a state?**
Alliance Wealth Management Group, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 169573.

**How much does Alliance Wealth Management Group, LLC manage?**
Alliance Wealth Management Group, LLC reports $517,401,818 in regulatory assets under management in its Form ADV filing dated February 19, 2026 (100% discretionary).

**How have Alliance Wealth Management Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Alliance Wealth Management Group, LLC: Regulatory assets under management: $290,965,753 in the October 2021 data and $517,401,818 in the October 2026 data, up 78%. Total employees: 11 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Alliance Wealth Management Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (310); high net worth individuals (137).

**Which custodians does Alliance Wealth Management Group, LLC use?**
Alliance Wealth Management Group, 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 Management Group, 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/169573

**What changed in Alliance Wealth Management Group, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $424,154,401 to $517,401,818 (+22%). Added an office in Long Valley, NJ. Registered or notice-filed in MN.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### 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: $517,401,818
- Discretionary: $517,401,818
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 310 | $102,696,496 |
| High net worth individuals | 137 | $414,705,322 |

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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 13 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, LA, MA, MN, NC, NH, NJ, NY, PA, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Aududon, NJ
- Hamilton Township, NJ
- Long Valley, NJ
- Roseland, NJ
- Walker, MN

### Websites listed on Form ADV (Item 1.I)
- [alliancewmg.com](https://alliancewmg.com)
- LinkedIn @10874428
- YouTube @UCJiLwNmU8W4VbpKdyU8ZDQQ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $290,965,753 | 11 | March 17, 2021 |
| October 2022 | $356,174,269 | 17 | March 10, 2022 |
| October 2023 | $309,439,764 | 13 | March 13, 2023 |
| October 2024 | $363,463,767 | 13 | March 13, 2024 |
| October 2025 | $424,154,401 | 13 | March 21, 2025 |
| October 2026 | $517,401,818 | 13 | February 19, 2026 |

Regulatory assets under management: $290,965,753 in the October 2021 data and $517,401,818 in the October 2026 data, up 78%.
Total employees: 11 in October 2021 and 13 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $424,154,401 to $517,401,818 (+22%).
- Added an office in Long Valley, NJ.
- Registered or notice-filed in MN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alliance Wealth Management Group, LLC (CRD 169573): Form ADV filing data as of October 2026.