ALLIANCE WEALTH ADVISORS, LLC

CRD

314668

SEC file #

801-121605

EIN

821809109

DBA names

—

Economics

AUM

$552.0M

AUM band

$500M-$1B

AUM trajectory

'22 · $224.0M

'23 · $230.0M

'25 · $439.5M

'26 · $552.0M

'22'26

$224.0M → $552.0M▲ +146%

sec adv history

Client mix

Individuals Other	631
Individuals High Net Worth	139

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'22 · 5 advisors

'23 · 5 advisors

'25 · 7 advisors

'26 · 7 advisors

'22'26

5 advisors → 7 advisors▲ +40%

sec adv history

Primary office

CENTERVILLE UT

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops

Fee basis

% of AUM

Filings

Latest ADV filing

03/10/2026

youtube.com/@alliancewealthadvisors4672

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

COLES, PAUL, ALFRED

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

COLES, PAUL, ALFRED

COLES, BENJAMIN, DAVID

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

social_url_excluded:youtube.com

rdap

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Compensation

91,838

Form 5500 Compensation Trajectory 3y

2025

91,838

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

91,838

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001849724

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2021-03-09

Edgar Last Filing Date

2026-05-13

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-13

Accession0001376474-26-000368

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.3372

Soi Zip Pct 200k Plus

0.0964

Soi Zip Returns 200k Plus

740

Soi Zip Total AGI

788,512

Fdic Zip Total Deposits

4,022,456,000

Fdic Zip Branch Count

100

Fdic Zip Top Banks

Zions First National Bank

Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

538 BIDEN STREET, SUITE 700SCRANTON, PA 18503

Business

538 BIDEN STREET, SUITE 700SCRANTON, PA 18503

Edgar EIN

821809109

Edgar Recent Filings

13F-HR2026-05-13 · 0001376474-26-000368

13F-HR2026-01-14 · 0001376474-26-000039

Fdic Zip Branches Raw

First Interstate Bank of Utah, National AssociationCenterville, UT

First Security Bank of Utah, National AssociationCenterville, UT

Fdic Zip HHI

2498.84

Fdic Zip Top Bank Share Pct

31.07

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	21,734
Returns	1,800

Stub 2

AGI	48,719
Returns	1,310

Stub 3

AGI	66,847
Returns	1,070

Soi Zip Total Business Income

11,110

Soi Zip Total Cap Gains

50,911

Soi Zip Total Dividends

10,502

Soi Zip Total Returns

7,680

Top Owner CRD

6228355

Trust Company Affiliate