# Alliance Wealth Management Partners LLC

> 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.

- CRD: 313195
- Filed as: ALLIANCE WEALTH MANAGEMENT PARTNERS LLC
- Also doing business as: BOWATER WEALTH MANAGEMENT, CORE BENEFITS & INVESTMENTS, SOUTHEAST COMPLETE WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Knoxville, TN
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/313195
- AdvisorCensus page: https://advisorcensus.com/firm/alliance-wealth-management-partners-llc-knoxville-tn-313195

## Quick answers

**How is Alliance Wealth Management Partners LLC compensated?**
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).

**How much does Alliance Wealth Management Partners LLC charge?**
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); Hourly rate: $350 an hour (Financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Alliance Wealth Management Partners LLC located?**
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).

**Is Alliance Wealth Management Partners LLC registered with the SEC or a state?**
Alliance Wealth Management Partners LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313195.

**How much does Alliance Wealth Management Partners LLC manage?**
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).

**How have Alliance Wealth Management Partners LLC's assets and staff changed since 2021?**
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.

**What types of clients does Alliance Wealth Management Partners LLC serve?**
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).

**Which custodians does Alliance Wealth Management Partners LLC use?**
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.

**Does Alliance Wealth Management Partners 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/313195

**Does Alliance Wealth Management Partners LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 23, 2026 says: "Alliance Wealth generally does not impose a minimum relationship size."

**What changed in Alliance Wealth Management Partners LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Asset-based fee: 0.75% to 1.35% a year (a range, as the brochure states it)

> 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.

- Account minimum: None

> Alliance Wealth generally does not impose a minimum relationship size.

- Hourly rate: $350 an hour (Financial planning services)

> Alliance Wealth offers financial planning services either on an hourly basis or a fixed engagement fee. Hourly fees range up to $350 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Capital Client Group, Inc.
- Fidelity Brokerage Services LLC

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: $272,404,421
- Discretionary: $210,705,412
- Non-discretionary: $61,699,009

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 594 | $111,169,586 |
| High net worth individuals | 112 | $104,513,849 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 58 | $56,720,986 |

### 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: 2021 (5 years)
- Employees: 13 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, FL, GA, LA, OK, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Alcoa, TN
- Athens, TN
- Calhoun, TN

### Websites listed on Form ADV (Item 1.I)
- [bowaterwealthmanagement.com](https://bowaterwealthmanagement.com)
- [corebi.net](https://corebi.net)
- [secwealthmanagement.com](https://secwealthmanagement.com)
- Facebook facebook.com
- Facebook @SECWealthManagement

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 11 | August 17, 2021 |
| October 2022 | $149,904,202 | 10 | August 22, 2022 |
| October 2023 | $158,760,105 | 11 | February 2, 2023 |
| October 2024 | $184,301,022 | 12 | February 9, 2024 |
| October 2025 | $234,634,130 | 13 | February 27, 2025 |
| October 2026 | $272,404,421 | 13 | March 23, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 6 to 5.
- Regulatory assets under management went from $234,634,130 to $272,404,421 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alliance Wealth Management Partners LLC (CRD 313195): Form ADV filing data as of October 2026.