CRD: 305397
Alliance Advisors Wealth Management LLC
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Focus vertexDelta delta
- Established Date
- 11-26-2019
- Office Locations
- 1
Office Locations
About Alliance Advisors Wealth Management LLC
Alliance Advisors Wealth Management provides personalized investment management and comprehensive financial planning for individuals, families, and business owners, with a strong emphasis on retirement readiness. Services include advanced tax planning, trust and estate planning, 401(k) and specialty business retirement plans, and long-term care planning. Portfolios commonly use ETFs and mutual funds, and the firm custodies with providers including Charles Schwab. Led by David Dennis Peters, they also educate clients through seminars and a radio show.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAVID DENNIS PETERS
Chief Compliance Officer, Managing Member
- CRD
- #2522456
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,956,139,711 | 30.6% |
| Equity - Exchange | $3,394,477,734 | 53.1% |
| Cash | $1,041,995,990 | 16.3% |
| Total | $6,392,613,435 | 100.0% |