$10.6M Total AUM
$10.6M Disc. AUM
-- 3Y CAGR
1 Employees
70 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-18-2014
- Office Locations
- 1
Office Locations
-- Dallas TX
About Alliance Wealth Management, LLC
Alliance Wealth Management, LLC is a Dallas-based, fee-only RIA founded by Shannon Carson providing comprehensive private wealth management and fiduciary advice. The firm designs and implements integrated financial plans, including trust planning, and runs proprietary Global Investment Strategies. Portfolios are built primarily with ETFs and complemented by fixed income, with custody through Charles Schwab.
Team overview
-- AVG AGE
$10.6M AVG AUM / ADVISOR
$151.2K AVG AUM / CLIENT
11.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Meridian timber Matrix fusion
Client Personas
Meridian
CRM
Ridge
Investment Themes
Prime Delta Pioneer
Investment Vehicles
Focus glacier
Platform
Wave momentum
Services
Vector Matrix Quantum Value Optima Prime Delta unison Frontier Vector capital Radial
Owner & Executives
S
SHANNON SCOTT CARSON
Chief Compliance Officer, President
- CRD
- #3081343
- Ownership
- 75% or more
(666) 703-7265
beacon.pioneer@pioneercapital.com
in linkedin.com/in/glacier-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,585,475 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,585,475 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,585,475
Equity - Exchange:
13.0% Corporate - Non-Investment Grade:
25.5% U.S. Government/Agency:
11.1% Corporate - Investment Grade:
29.2% Cash:
21.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $153,944,736 | 13.0% |
| Corporate - Non-Investment Grade | $301,968,521 | 25.5% |
| U.S. Government/Agency | $131,445,121 | 11.1% |
| Corporate - Investment Grade | $345,783,561 | 29.2% |
| Cash | $251,048,339 | 21.2% |
| Total | $1,184,190,278 | 100.0% |