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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-25-2021
- Office Locations
- 1
Office Locations
About Alliance Wealth Advisors, LLC
Alliance Wealth Advisors, LLC is a Utah-based fiduciary RIA focused on retirement planning and wealth management, including Social Security and pension optimization, 401(k) rollovers, estate and tax planning, and ongoing portfolio guidance. The firm’s discretionary portfolios lean heavily on ETFs (with additional public funds and limited credit exposure) and custody is primarily with Charles Schwab. They also publish market updates and investment insights for clients.
Team overview
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Investment Themes
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Owner & Executives
PAUL ALFRED COLES II
Chief Executive Officer, Investment Advisor, Owner
- CRD
- #6228355
- Ownership
- 75% or more
BENJAMIN DAVID COLES
Chief Development Officer, Investment Advisor
- CRD
- #6988032
- Ownership
- 5% but less than 10%
Showing 2 of 7 owners & executives
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Jessica Anne Ellis
--
- CRD
- #7739310
KOBE RYAN FURNESS
Paraplanner
- CRD
- #7797054
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $551,968,986 | $281,473 |
| Non-Discretionary | $0 | -- |
| Total | $551,968,986 | $281,473 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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