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ALLIANCE PRIVATE WEALTH, LLC

CRD 316612 · SEC 801-133775

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200 PARK ST, NORTH READING, MA, 01864, United States

Phone

978-276-1300

Fax

978-276-1310

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$466.2M

Discretionary AUM

$466.2M

Team

11 total employees; 4 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-05

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingPublication of periodicalsEXIT PLANNING SERVICES

Client types

TypeClientsAUM
Individuals67$27.3M
High net worth individuals100$438.5M

States served

MA, TX, NH

All web addresses on file

Official SEC filing: View on IAPD