$88.4M Total AUM
$88.4M Disc. AUM
-- 3Y CAGR
3 Employees
369 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- VectorEagle
- Established Date
- 05-25-2011
- Office Locations
- 1
Office Locations
115 S. Washington Carbondale IL
About Alliance Wealth Advisors
Alliance Wealth Advisors is an Illinois-based RIA providing relationship-driven financial planning, retirement planning, and ongoing asset management. Portfolios emphasize diversified asset allocation using public funds, with ETFs and mutual funds as core vehicles. The firm works across Schwab and Fidelity platforms for implementation.
Team overview
-- AVG AGE
$44.2M AVG AUM / ADVISOR
$239.5K AVG AUM / CLIENT
7.4 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age
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Asset Classes
Vector ember Optima
Client Personas
Eagle eagle
Custodian
Bridge
Investment Themes
Summit Element ember
Investment Vehicles
Quantum signal
Services
Delta signal Ember Vector Matrix Radial Vital Foundation foundation Momentum meridian Alpha Wave matrix Timber capital North
Technology
Legacy Value
Owner & Executives
JOHN RICHARD ALONGI II
Co-Owner
- CRD
- #5589427
- Ownership
- 50% but less than 75%
(794) 350-3228
legacy.beacon@bridgecapital.com
in linkedin.com/in/atlas-pathway
B
BRADLEY DAVID WILLS
Chief Compliance Officer, Co-Owner, President
- CRD
- #5149929
- Ownership
- 50% but less than 75%
(814) 964-3550
legacy.capital@wavecapital.com
in linkedin.com/in/frontier-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,378,673 | -- |
| Non-Discretionary | $0 | -- |
| Total | $88,378,673 | -- |
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Separately Managed Accounts
Total SMA Asset: $88,121,770
Public Funds:
55.5% Cash:
27.7% Equity - Exchange:
16.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,910,902,137 | 55.5% |
| Cash | $953,729,535 | 27.7% |
| Equity - Exchange | $578,435,242 | 16.8% |
| Total | $3,443,066,914 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN ELEMENT | FOUNDATION PIONEER | GT4FMJLYJ | JQUO | 8.68% | $51,031,984 |
| VECTOR CREST ALPHA | PIONEER PATHWAY | L4QFS9548 | OBYM | 4.74% | $32,955,318 |
| SIGNAL PRIME ATLAS | EMBER VITAL | X67KP42LR | UNYL | 5.42% | $102,042,496 |
| ATLAS PRIME SUMMIT | RADIAL MOMENTUM | K0LY3C9JX | WRBPU | 9.81% | $9,034,220 |
| PEAK ZENITH OAK | BEACON RADIAL | H8P1BJYI3 | FEFN | 7.42% | $99,224,956 |
| EMBER DELTA | VALUE ATLAS | X3E6OKU9L | TKULG | 5.89% | $60,268,602 |
| NORTH EMBER PATHWAY | FOUNDATION BRIDGE | DIOT51WFX | ZLRFO | 5.55% | $59,361,774 |
| MERIDIAN CREST FOCUS | ALPHA VALUE | WS3CNP9L9 | BMY | 1.06% | $114,385,557 |