CRD: 169573
Alliance Wealth Management Group, LLC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-08-2014
- Office Locations
- 2
Office Locations
About Alliance Wealth Management Group, LLC
Alliance Wealth Management Group (Alliance Integrated Advantage) provides investment management paired with integrated tax services and financial planning. The firm focuses on retirees/pre-retirees, corporate executives, and business owners, including guidance around equity compensation such as stock options and RSUs. They emphasize unbiased investment choices and work in partnership with Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
STEVEN MATTHEW FOX
Advisor, Chief Compliance Officer, Chief Operating Officer
- CRD
- --
- Ownership
- 50% but less than 75%
STEVEN EDWARD LINDEN
Wealth Advisor
- CRD
- #2084670
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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Lino DeAngelis
Wealth Advisor
- CRD
- #5085579
DESI JULIAN DIMAIO
Wealth Advisor
- CRD
- #6303840
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $517,401,818 | $427,252 |
| Non-Discretionary | $0 | -- |
| Total | $517,401,818 | $427,252 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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