CRD: 316612
Alliance Private Wealth, LLC
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- Custodian
- Fidelity/NFS · First Republic Bank · Northern Trust
- Clients
- Retail and Institutional
- Platforms
- Radial
- Established Date
- 01-04-2022
- Office Locations
- 2
Office Locations
About Alliance Private Wealth, LLC
Alliance Private Wealth is an investment advisory firm serving families and business owners with goal-focused portfolio management plus integrated planning—tax optimization and return preparation, estate planning & trusts, multi-generational wealth and philanthropic planning, and business-exit support. Operates with a team-based, high-touch review cadence and on-call access. Provides APW Academy to build financial literacy for next generations; custody includes Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GREGORY ALFRED FARLAND
Chief Compliance Officer, Chief Executive Officer
- CRD
- #3009034
- Ownership
- 75% or more
ROBERT ARAM MESTJIAN
Chief Investment Officer
- CRD
- #5447978
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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DANIEL WILLIAM CARROLL
--
- CRD
- #4562905
Holly Cloutier
--
- CRD
- #7428123
Atlas fusion
Capital optima
- CRD
- #54470
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $466,159,954 | $794,140 |
| Non-Discretionary | $0 | -- |
| Total | $466,159,954 | $794,140 |
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Separately Managed Accounts
Total SMA Asset: $466,159,954
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $684,893,045 | 19.3% |
| Public Funds | $361,964,200 | 10.2% |
| Equity - OTC | $1,007,821,890 | 28.4% |
| Cash | $535,848,963 | 15.1% |
| Municipal Bonds | $958,140,528 | 27.0% |
| Total | $3,548,668,626 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| LEGACY PRIME BRIDGE | EAGLE ALPHA | A4UGX287O | NKBPZ | 6.21% | $60,533,737 |
| SIGNAL FOCUS RADIAL | BRIDGE VERTEX | RUCBPZKAC | LAPP | 10.80% | $104,035,331 |
| HORIZON INSIGHT VECTOR | MATRIX DELTA | BYK3BOZMM | LUW | 2.08% | $104,392,774 |
| EMBER CAPITAL | EAGLE EAGLE | PM00KGWET | EDXP | 7.49% | $89,005,780 |
| FRONTIER DELTA | OAK UNISON | NR97TBAS6 | UUCPX | 4.32% | $86,768,149 |
| CATALYST BEACON | HORIZON HORIZON | U682RCPVA | KLO | 4.58% | $106,569,244 |
| CATALYST ZENITH | CREST BRIDGE | D335A83MY | QRZ | 10.13% | $112,077,050 |
| TIMBER FOUNDATION | VITAL EAGLE | Y8EQ2QJEL | XWE | 7.54% | $14,542,560 |