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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-27-2002
- Office Locations
- 1
Office Locations
About Allegiance Wealth Management, Inc.
Allegiance Wealth Management, Inc. is a Orlando-based RIA. The firm has been operating for 24 years. Managing $49.2M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 30 clients, or 30 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 1 reported office location and 24 years in operation. The source data was last updated on December 18, 2024. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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The full Allegiance Wealth Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
WILLIAM EDWARD PALMER
Founder, President, Senior Financial Advisor
- CRD
- #2676762
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,175,854 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,175,854 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Allegiance Wealth Management, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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