{"url":"https://nivawealth.com/firms/alliance-wealth-management-partners-313195","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/313195","regulatoryAum":272404421,"crd":"313195","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1384376","suffix":null,"lastName":"BISHOP","firstName":"LORI","middleName":"HATCHER"},{"crd":"4588110","suffix":null,"lastName":"BISHOP","firstName":"MICHAEL","middleName":"BRYANT"},{"crd":"6655474","suffix":null,"lastName":"Bullard","firstName":"Kristyn","middleName":"Danielle"},{"crd":"4174889","suffix":null,"lastName":"CLARK","firstName":"PATRICK","middleName":"NEAL"},{"crd":"5390966","suffix":null,"lastName":"LAWSON","firstName":"MICHAEL","middleName":"COY"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-07-22","regulatoryAum":0,"clients":0,"employees":4,"offices":5},{"filedOn":"2022-04-11","regulatoryAum":149904202,"clients":462,"employees":10,"offices":3},{"filedOn":"2023-02-02","regulatoryAum":158760105,"clients":565,"employees":11,"offices":5},{"filedOn":"2024-02-09","regulatoryAum":184301022,"clients":601,"employees":12,"offices":4},{"filedOn":"2025-02-27","regulatoryAum":234634130,"clients":606,"employees":13,"offices":4},{"filedOn":"2026-03-23","regulatoryAum":272404421,"clients":764,"employees":13,"offices":4}],"secFileNumber":"801-121597","legalName":"Alliance Wealth Management Partners LLC","displayName":"Alliance Wealth Management Partners","slug":"alliance-wealth-management-partners-313195","website":"https://corebi.net/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Tennessee limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1111 N. Northshore Drive, Ste P-270","city":"Knoxville","state":"TN","stateName":"Tennessee","country":"United States","postalCode":"37919"},"tradeNames":["Bowater Wealth Management","Core Benefits & Investments","Southeast Complete Wealth Management"],"registration":{"secApproved":"25 June 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":305500.6161473088,"staff":{"employees":13,"advisory":5,"brokerDealerReps":0,"insuranceAgents":7,"promoters":0},"aum":{"regulatory":272404421,"discretionary":210705412,"discretionaryAccounts":1569,"nonDiscretionary":61699009,"nonDiscretionaryAccounts":68,"wrapProgram":272404421,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":594,"regulatoryAum":111169586},{"label":"High-net-worth individuals","clients":112,"regulatoryAum":104513849},{"label":"Pension and profit-sharing plans","clients":58,"regulatoryAum":56720986}],"feePrograms":[{"role":"main","program":"Investment Management Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023926","versionId":1023926,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-23","documentName":"ALLIANCE WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS","fee_rate_low":0.75,"fee_rate_high":1.35,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning Services","summary":"Billed hourly at up to $350 per hour, or as a fixed engagement fee based on expected hours; the minimum financial planning fee is $1,500.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023926","versionId":1023926,"submittedOn":"2026-03-23","documentName":"ALLIANCE WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS"},{"role":"other","program":"Retirement Plan Advisory Services","summary":"An annual asset-based fee of 0.25% to 0.75% based on plan size and scope of services; certain plans may be offered a fixed fee instead.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023926","versionId":1023926,"submittedOn":"2026-03-23","documentName":"ALLIANCE WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T16:55:52.164783+00:00","documents":[{"name":"ALLIANCE WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023926","versionId":1023926,"submittedOn":"2026-03-23"}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":210705412},{"name":"Capital Client Group, Inc.","shortName":"Capital Client Group","location":"Los Angeles, CA","smaAssets":29400000}],"custodyNote":"Alliance Wealth Management Partners has custody of $8.47M for 17 clients.","otherCustodians":[],"leadership":[{"name":"Michael Bishop","title":"Member / Partner / Chief Compliance Officer","crd":"4588110"},{"name":"Lori Bishop","title":"Member / Director of Financial Planning","crd":"1384376"},{"name":"Patrick Clark","title":"Managing Member / Partner","crd":"4174889"},{"name":"Michael Lawson","title":"Member","crd":"5390966"}],"ownership":[{"label":"Michael Bishop","detail":"Member / partner / chief compliance officer in the 10% to 25% ownership band and a control person, since March 2021."},{"label":"Patrick Clark","detail":"Managing member / partner in the 25% to 50% ownership band and a control person, since March 2021."},{"label":"Michael Lawson","detail":"Member in the 25% to 50% ownership band and a control person, since March 2021."},{"label":"Lori Bishop","detail":"Member / director of financial planning in the 10% to 25% ownership band and a control person, since March 2021."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":3,"privateResidences":0},"listedOfficeAddresses":4,"foreignOffices":[],"officesByState":[{"state":"Tennessee","offices":4,"addresses":[{"street":"1111 N. Northshore Drive, Ste P-270","city":"Knoxville","headquarters":true},{"street":"213 East Washington Avenue","city":"Athens"},{"street":"422 Marilyn Lane","city":"Alcoa"},{"street":"5123 Highway 11 S.","city":"Calhoun"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"865-862-5956","stateRegisteredReps":5,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":21},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":66},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":1},{"label":"Cash and cash equivalents","percent":8}],"privateFunds":0},"sources":{"adv1FilingDate":"23 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/313195/PDF/313195.pdf","brochureDate":"23 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023926","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Alliance Wealth Management Partners have?","answer":"Alliance Wealth Management Partners has 764 clients and manages $272 million for them, as of March 2026. They include 594 individual clients, 112 high-net-worth individuals, and 58 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Alliance Wealth Management Partners offer?","answer":"Alliance Wealth Management Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Alliance Wealth Management Partners charge?","answer":"Alliance Wealth Management Partners charges 0.75%–1.35% a year for its Investment Management Services. The fee is billed in arrears and is negotiable.","source":"ALLIANCE WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS, filed 23 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Alliance Wealth Management Partners use?","answer":"Alliance Wealth Management Partners’ separately managed account assets are held at Fidelity Brokerage Services LLC (Boston, MA), with $211M and Capital Client Group, Inc. (Los Angeles, CA), with $29.4M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Alliance Wealth Management Partners have?","answer":"Alliance Wealth Management Partners has 5 investment adviser representatives registered with state securities authorities, out of 13 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 7 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Alliance Wealth Management Partners invest in?","answer":"At the end of its last fiscal year, Alliance Wealth Management Partners’ separately managed accounts held 66% registered funds (mutual funds, ETFs, BDCs), 21% exchange-traded equities, 8% cash and equivalents, 2% investment grade corporate bonds, 1% U.S. government and agency bonds, 1% state and local bonds and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Alliance Wealth Management Partners?","answer":"Alliance Wealth Management Partners’ direct owners are Michael Bishop, Patrick Clark, Michael Lawson and Lori Bishop, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Alliance Wealth Management Partners get paid?","answer":"Alliance Wealth Management Partners 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Alliance Wealth Management Partners?","answer":"Alliance Wealth Management Partners’ main office is at 1111 N. Northshore Drive, Ste P-270, Knoxville, TN 37919. Its phone number is 865-862-5956. Its website is corebi.net.","source":"Form ADV Part 1A, Item 1.F, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}