Alliance Wealth Management Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, estate planning, insurance, philanthropic planning, and tax planning.
Alliance Wealth Management Group reports 447 clients. They include 310 individual clients and 137 high-net-worth individuals. Of its assets, 100.0% ($517M across 1,211 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 69% | 20% |
| High-net-worth individuals | 31% | 80% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 310 | $103M | 19.8% | $331K |
| High-net-worth individuals | 137 | $415M | 80.2% | $3.03M |
| Total | 447 | $517M | 100% | $1.16M |
- Clients
- 310
- Regulatory AUM
- $103M
- AUM share
- 19.8%
- Avg. per client
- $331K
- Clients
- 137
- Regulatory AUM
- $415M
- AUM share
- 80.2%
- Avg. per client
- $3.03M
Total
- Clients
- 447
- Regulatory AUM
- $517M
- AUM share
- 100%
- Avg. per client
- $1.16M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Alliance Wealth Management Group charges up to 1.95% a year for its Investment & Wealth Management. The fee is billed in advance, is negotiable and requires an account of at least $500,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning & Consulting
- Fixed fee generally from $3,500 to $15,000, or an hourly fee of $300 to $750; fees are negotiable and waived for clients who take investment management.
Steven Linden owns 50% to 75% of Alliance Wealth Management Group. The leadership team of Alliance Wealth Management Group includes Chief Compliance Officer Steven Fox. It has 13 employees, 6 of them in advisory roles.
Leadership
- Steven FoxMember & Chief Compliance Officer
- Steven LindenMember
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 13 employees
- 6 in advisory functions
- 6 state-registered reps
- 2 broker-dealer reps
- 1 insurance agent
- Owns 50% to 75% of Alliance Wealth Management Group, LLC
Steven Linden
Control person · since September 2014
- Owns 50% to 75% of Alliance Wealth Management Group, LLC
Steven Fox
Control person · since September 2014
Alliance Wealth Management Group’s regulatory assets grew 1.8× from $291M (March 2021) to $517M (February 2026); clients rose from 308 to 447 and employees from 11 to 13.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $517M | 447 | 13 | 6 |
| March 2025 | $424M | 425 | 13 | 5 |
| March 2024 | $363M | 402 | 13 | 4 |
| March 2023 | $309M | 382 | 13 | 4 |
| March 2022 | $356M | 360 | 17 | 3 |
| March 2021 | $291M | 308 | 11 | 3 |
Besides its headquarters, Alliance Wealth Management Group has 5 offices, with 6 listed addresses in Minnesota and New Jersey.
New Jersey · 5 listed addresses
- 23 Royal Road, Suite 101, FlemingtonHQ
- 101 Eisenhower Parkway, Roseland
- 3836 Quakerbridge RD, Hamilton Township
- 39 East Kings Hwy, Aududon
- 59 East Mill Road,, Long Valley
Minnesota · 1 listed address
- 510 Minnesota Ave., Walker
Contact and registration details
- Legal name
- Alliance Wealth Management Group, LLC
- Headquarters
- 23 Royal Road, Suite 101, Flemington, NJ 08822
- Website
- alliancewmg.com
- Phone
- 908-751-7090
- @10874428
- SEC file
- 801-78935
- Founded
- 2014
- Structure
- Delaware LLC
- Fiscal year end
- December
Alliance Wealth Management Group uses Charles Schwab ($515M) as custodian for its separately managed accounts. Alliance Wealth Management Group has custody of $93.8M in client assets for 205 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $515M100%
At year end, Alliance Wealth Management Group’s separately managed accounts were mostly in stocks (91%). Its reported 13F holdings for the quarter ended 30 June 2026 total $514M across 103 positions; the largest are Schwab Strategic TR (12.7%), iShares TR (9.0%) and iShares TR (4.9%).
What the accounts hold
- Stocks91%
- Funds4%
- Bonds2%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash4%
Reported 13F holdings
- $514M
- Reported 13F value
- 103
- Positions
- 53.5%
- In the 10 largest
- +12.4%
- Value vs. prior quarter
- Schwab Strategic TR · US Lrg Cap ETF12.7%
- iShares TR · Core S&P500 ETF9.0%
- iShares TR · Iboxx HI YD ETF4.9%
- iShares TR · Iboxx Inv CP ETF4.6%
- Schwab Strategic TR · US Aggregate B4.3%
- Schwab Strategic TR · Intl Eqty ETF4.3%
- iShares TR · Core US Aggbd ET4.1%
- Schwab Strategic TR · Emrg Mkteq ETF3.4%
- iShares TR · Core MSCI Eafe3.2%
- SPDR Ser TR · Blomberg Brc Inv3.1%
Together, the ten largest are 53.5% of reported value.
How many clients does Alliance Wealth Management Group have?
Alliance Wealth Management Group has 447 clients and manages $517 million for them, as of February 2026. They include 310 individual clients and 137 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 February 2026
What services does Alliance Wealth Management Group offer?
Alliance Wealth Management Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Alliance Wealth Management Group charge?
Alliance Wealth Management Group charges up to 1.95% a year for its Investment & Wealth Management. The fee is billed in advance, is negotiable and requires an account of at least $500,000.
Which custodians does Alliance Wealth Management Group use?
Alliance Wealth Management Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $515M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 February 2026
How many financial advisors does Alliance Wealth Management Group have?
Alliance Wealth Management Group has 6 investment adviser representatives registered with state securities authorities, out of 13 employees, and 6 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Alliance Wealth Management Group invest in?
At the end of its last fiscal year, Alliance Wealth Management Group’s separately managed accounts held 91% exchange-traded equities, 4% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Alliance Wealth Management Group have a minimum investment?
Yes, Alliance Wealth Management Group’s minimum account size for its Investment & Wealth Management is $500K.
Who owns Alliance Wealth Management Group?
Alliance Wealth Management Group’s direct owners are Steven Linden (50% to 75%) and Steven Fox (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 19 February 2026
How does Alliance Wealth Management Group get paid?
Alliance Wealth Management Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Alliance Wealth Management Group registered with the SEC?
Yes, Alliance Wealth Management Group has been registered with the SEC as an investment adviser since 8 January 2014. Its CRD number is 169573 and its SEC file number is 801-78935.
Source: Form ADV Part 1A, Item 1, filed 19 February 2026; IAPD firm record
How do I contact Alliance Wealth Management Group?
Alliance Wealth Management Group’s main office is at 23 Royal Road, Suite 101, Flemington, NJ 08822. Its phone number is 908-751-7090. Its website is alliancewmg.com.