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Alliance Wealth Management Group, LLC

Alliance Wealth Management Group, LLC. CRD 169573

Alliance Wealth Management Group, LLC logo

CRD: 169573

Alliance Wealth Management Group, LLC

$517.4M Total AUM
$517.4M Disc. AUM
19.3% 3Y CAGR
13 Employees
447 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท TD Ameritrade
Clients
Retail
Established Date
01-08-2014
Office Locations
2

Office Locations

101 Eisenhower Parkway Roseland NJ
23 Royal Road Suite 101 Flemington NJ

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

44 AVG AGE
$86.2M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
9.1 yrs AVG TENURE
13 Employees
6 Advisory Reps
6 RIA Reps
12yrs Firm Age

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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

S

STEVEN MATTHEW FOX

Advisor, Chief Compliance Officer, Chief Operating Officer

CRD
--
Ownership
50% but less than 75%
STEVEN EDWARD LINDEN

STEVEN EDWARD LINDEN

Wealth Advisor

CRD
#2084670
Ownership
50% but less than 75%

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Contacts

Lino DeAngelis

Lino DeAngelis

Wealth Advisor

CRD
#5085579
Johnathon Rosica

Johnathon Rosica

Wealth Advisor

CRD
#7021470

Showing 2 of 6 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-24-2022
03-13-2023
03-13-2024
03-21-2025
02-19-2026
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.

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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.

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