CRD: 169573
Alliance Wealth Management Group, LLC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 21, 2025 and February 19, 2026, reported AUM increased 22.0%, from $424.2M to $517.4M.
Across 5 reported observations, AUM increased 45.3% between October 24, 2022 and February 19, 2026, from $356.2M to $517.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 447 clients, or 74.5 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 2 reported office locations and 12 years in operation. The source data was last updated on February 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
Johnathon Rosica
Wealth Advisor
- CRD
- #7021470
Showing 2 of 6 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
SMA allocation detail is available
Alliance Wealth Management Group, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Alliance Wealth Management Group, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.