Alliance Wealth Strategies provides portfolio management for individuals and small businesses, pension consulting, selecting other managers, business succession planning, education planning, estate planning, financial planning, insurance, and tax planning.
Alliance Wealth Strategies reports 217 clients. They include 112 individual clients and 105 high-net-worth individuals. Of its assets, 99.9% ($403M across 599 accounts) are managed with discretion; $588K across 5 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 52% | 6% |
| High-net-worth individuals | 48% | 86% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | Fewer than 5 | 2% |
| Corporations and other businesses | Fewer than 5 | 6% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 112 | $23.4M | 5.8% | $209K |
| High-net-worth individuals | 105 | $346M | 85.7% | $3.29M |
| Pension and profit-sharing plans | Fewer than 5 | $1.39M | 0.3% | — |
| Charitable organizations | Fewer than 5 | $10M | 2.5% | — |
| Corporations and other businesses | Fewer than 5 | $22.8M | 5.7% | — |
| Total | 217 | $403M | 100% | — |
- Clients
- 112
- Regulatory AUM
- $23.4M
- AUM share
- 5.8%
- Avg. per client
- $209K
- Clients
- 105
- Regulatory AUM
- $346M
- AUM share
- 85.7%
- Avg. per client
- $3.29M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.39M
- AUM share
- 0.3%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $10M
- AUM share
- 2.5%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $22.8M
- AUM share
- 5.7%
- Avg. per client
- —
Total
- Clients
- 217
- Regulatory AUM
- $403M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Alliance Wealth Strategies charges 0.35%–1.25% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance and has a $5,000 annual minimum.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.25% |
| $500K–$1M | 0.90% |
| $1M–$2M | 0.70% |
| $2M–$3M | 0.50% |
| $3M–$5M | 0.40% |
| $5M and above | 0.35% |
Fee details and sources
Brown, Edwards & Company L.L.P. owns 75% or more of Alliance Wealth Strategies. The leadership team of Alliance Wealth Strategies includes Chief Compliance Officer Ryan McEntire. It has 8 employees.
Staff
- 8 employees
- 8 in advisory functions
- 8 state-registered reps
- 2 insurance agents
- 3 soliciting firms
- Owns 75% or more of Alliance Wealth Strategies, LLC
Brown, Edwards & Company L.L.P.
Control person · since September 2014
Alliance Wealth Strategies’ regulatory assets grew 3.3× from $122M (December 2020) to $403M (August 2026); clients rose from 95 to 217 and employees fell from 9 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $403M | 217 | 8 | 14 |
| Mar 2026March 2026 | $331M | 200 | 7 | 14 |
| Aug 2024August 2024 | $272M | 216 | 7 | 13 |
| Mar 2024March 2024 | $232M | 204 | 7 | 12 |
| Oct 2022October 2022 | $225M | 192 | 9 | 12 |
| Nov 2021November 2021 | $202M | 152 | 9 | 11 |
| Dec 2020December 2020 | $122M | 95 | 9 | 11 |
Besides its headquarters, Alliance Wealth Strategies has 13 offices (1 private residence, listed without an address), with 13 listed addresses across 3 states.
Virginia · 9 listed addresses
- 828 Main Street, Suite 1401, LynchburgHQ
- Fountain Plaza One, Newport News
- 1909 Financial Drive, Harrisonburg
- 280 Peppers Ferry Road, Wytheville
- 105 Arbor Drive, Christianburg
- 4951 Lake Brook Drive, Glen Allen
- 3906 Electric Road, Roanoke
- 810 South Park BLVD., Colonial Heights
- 2901 S. Lynnhaven Road, Virginia Beach
Tennessee · 2 listed addresses
- 433 E Center Street, Kingsport
- 636 Shelby Street, Bristol
West Virginia · 2 listed addresses
- 1815 Jefferson Street, Bluefield
- 300 Chase Tower, Charleston
Contact and registration details
- Legal name
- Alliance Wealth Strategies, LLC
- Headquarters
- 828 Main Street, Suite 1401, Lynchburg, VA 24504
- Website
- brownedwardswealth.com
- Phone
- 434-948-9000
- SEC file
- 801-117391
- Founded
- 2014
- Structure
- Virginia LLC
- Fiscal year end
- May
Alliance Wealth Strategies’ named custodians for separately managed accounts are Charles Schwab ($366M, 91%) and Fidelity ($36.9M, 9%). Alliance Wealth Strategies has custody of $210M for 89 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $366M91%
- FidelityNational Financial Services LLC · Boston, MA · $36.9M9%
At year end, Alliance Wealth Strategies’ separately managed accounts were mostly in funds (61%) and bonds (20%). Its reported 13F holdings for the quarter ended 30 June 2026 total $127M across 65 positions; the largest are Vanguard Index Fds (18.9%), Vanguard Index Fds (6.2%) and Dimensional ETF Trust (4.9%).
What the accounts hold
- Stocks8%
- Funds61%
- Bonds20%
- U.S. government and agency bonds14%
- State and local bonds6%
- Cash12%
How many clients does Alliance Wealth Strategies have?
Alliance Wealth Strategies has 217 clients and manages $403 million for them, as of August 2026. They include 112 individual clients and 105 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 August 2026
What services does Alliance Wealth Strategies offer?
Alliance Wealth Strategies provides portfolio management for individuals and small businesses, pension consulting, selecting other managers, business succession planning, education planning, estate planning, financial planning, insurance, 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 Strategies charge?
Alliance Wealth Strategies charges 0.35%–1.25% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance and has a $5,000 annual minimum.
Source: BROWN EDWARDS WEALTH STRATEGIES FORM ADV PART 2A, filed 31 August 2026
Which custodians does Alliance Wealth Strategies use?
Alliance Wealth Strategies’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $366M and National Financial Services LLC (Boston, MA), with $36.9M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 August 2026
How many financial advisors does Alliance Wealth Strategies have?
Alliance Wealth Strategies has 8 investment adviser representatives registered with state securities authorities, out of 8 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 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
What does Alliance Wealth Strategies invest in?
At the end of its last fiscal year, Alliance Wealth Strategies’ separately managed accounts held 61% registered funds (mutual funds, ETFs, BDCs), 14% U.S. government and agency bonds, 12% cash and equivalents, 8% exchange-traded equities and 6% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Alliance Wealth Strategies?
Alliance Wealth Strategies’ direct owner is Brown, Edwards & Company L.L.P. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 August 2026
How does Alliance Wealth Strategies get paid?
Alliance Wealth Strategies is paid through a percentage of assets under management. 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
How do I contact Alliance Wealth Strategies?
Alliance Wealth Strategies’ main office is at 828 Main Street, Suite 1401, Lynchburg, VA 24504. Its phone number is 434-948-9000. Its website is brownedwardswealth.com.