{
  "crd_number": 313195,
  "slug": "alliance-wealth-management-partners-llc-knoxville-tn-313195",
  "primary_business_name": "ALLIANCE WEALTH MANAGEMENT PARTNERS LLC",
  "legal_name": "ALLIANCE WEALTH MANAGEMENT PARTNERS LLC",
  "dbas": [
    "BOWATER WEALTH MANAGEMENT",
    "CORE BENEFITS & INVESTMENTS",
    "SOUTHEAST COMPLETE WEALTH MANAGEMENT"
  ],
  "city": "Knoxville",
  "state": "TN",
  "country": "United States",
  "cbsa_code": "28940",
  "metro": {
    "cbsa_code": "28940",
    "common_name": "Knoxville",
    "msa_name": "Knoxville, TN",
    "path": "/advisors/tn/knoxville"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-06-25",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-23",
  "carried_forward": false,
  "raum_total": 272404421.0,
  "raum_discretionary": 210705412.0,
  "raum_non_discretionary": 61699009.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 13,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 111169586.0,
      "count": 594
    },
    "pension_profit_sharing": {
      "raum": 56720986.0,
      "count": 58
    },
    "high_net_worth_individuals": {
      "raum": 104513849.0,
      "count": 112
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "FL",
    "GA",
    "LA",
    "OK",
    "SC",
    "TN",
    "TX",
    "VA"
  ],
  "websites": [
    "https://bowaterwealthmanagement.com",
    "https://corebi.net",
    "https://facebook.com/profile.php?id=100089494849626",
    "https://m.facebook.com/SECWealthManagement?__tn__=%2Cg",
    "https://secwealthmanagement.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/313195",
  "city_as_filed": "KNOXVILLE",
  "url": "https://advisorcensus.com/firm/alliance-wealth-management-partners-llc-knoxville-tn-313195",
  "display_name": "Alliance Wealth Management Partners LLC",
  "summary": "Alliance Wealth Management Partners LLC is an SEC-registered investment advisory firm in Knoxville, TN, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.",
  "citation": "AdvisorCensus. Alliance Wealth Management Partners LLC (CRD 313195): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Alliance Wealth Management Partners LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Alliance Wealth Management Partners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "What does Alliance Wealth Management Partners LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 23, 2026 states: Asset-based fee: 0.75% to 1.35% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Alliance Wealth Management Partners LLC located?",
      "a": "Alliance Wealth Management Partners LLC's principal office is in Knoxville, TN, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Alliance Wealth Management Partners LLC registered with the SEC or a state?",
      "a": "Alliance Wealth Management Partners LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313195."
    },
    {
      "q": "How much does Alliance Wealth Management Partners LLC manage?",
      "a": "Alliance Wealth Management Partners LLC reports $272,404,421 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (77% discretionary)."
    },
    {
      "q": "How have Alliance Wealth Management Partners LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Alliance Wealth Management Partners LLC: Regulatory assets under management: $0 in the October 2021 data and $272,404,421 in the October 2026 data. 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."
    },
    {
      "q": "What types of clients does Alliance Wealth Management Partners LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (594); high net worth individuals (112); pension and profit sharing plans (but not the plan participants or government pension plans) (58)."
    },
    {
      "q": "Which custodians does Alliance Wealth Management Partners LLC use?",
      "a": "Alliance Wealth Management Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Capital Client Group, Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Alliance Wealth Management Partners LLC report any disciplinary disclosures?",
      "a": "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/313195"
    },
    {
      "q": "Does Alliance Wealth Management Partners LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 23, 2026 says: \"Alliance Wealth generally does not impose a minimum relationship size.\""
    },
    {
      "q": "What changed in Alliance Wealth Management Partners LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 6 to 5. Regulatory assets under management went from $234,634,130 to $272,404,421 (+16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 11,
      "filing_date": "2021-08-17"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 149904202.0,
      "total_employees": 10,
      "filing_date": "2022-08-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 158760105.0,
      "total_employees": 11,
      "filing_date": "2023-02-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 184301022.0,
      "total_employees": 12,
      "filing_date": "2024-02-09"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 234634130.0,
      "total_employees": 13,
      "filing_date": "2025-02-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 272404421.0,
      "total_employees": 13,
      "filing_date": "2026-03-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 5.",
        "Regulatory assets under management went from $234,634,130 to $272,404,421 (+16%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 23, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.75% to 1.35% a year",
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.75% to 1.35% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Investment advisory fees range from 0.75% to 1.35% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; the inclusion of financial planning services, and the overall relationship with the Advisor."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Alliance Wealth generally does not impose a minimum relationship size."
        ]
      }
    ],
    "quotes": [
      "Investment advisory fees range from 0.75% to 1.35% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; the inclusion of financial planning services, and the overall relationship with the Advisor.",
      "Alliance Wealth generally does not impose a minimum relationship size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Capital Client Group, Inc.",
      "name_as_filed": "CAPITAL CLIENT GROUP, INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/alliance-wealth-management-partners-llc-knoxville-tn-313195.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 594,
      "fewer_than_5": false,
      "raum": 111169586.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 112,
      "fewer_than_5": false,
      "raum": 104513849.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 58,
      "fewer_than_5": false,
      "raum": 56720986.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/313195",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}