ALLIANCE PRIVATE WEALTH, LLC
B51
CRD 316612·SEC 801-133775·NORTH READING, MA
AUM
$466.2M
$100M-$500M
Est. Revenue
$4.7M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
Operations
Advisory staff (5-yr trend)
'25 · 3 advisors
'26 · 4 advisors
'25'26
3 advisors → 4 advisors▲ +33%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingPublication of periodicals
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Compliance & brand
All other collected signals (32)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
200 PARK STREETNORTH READING, MA 01864
Business
200 PARK STREETNORTH READING, MA 01864
Edgar Recent Filings
13F-HR2026-05-13 · 0001951757-26-000841
13F-HR2026-02-13 · 0001951757-26-000447
Rdap Nameservers
Ns20.digicertdns.comNs21.digicertdns.comNs22.digicertdns.comNs23.digicertdns.net
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Zip Distribution
Stub 1
| AGI | 17,453 |
| Returns | 1,640 |
Stub 2
| AGI | 38,348 |
| Returns | 1,010 |
Stub 3
| AGI | 58,758 |
| Returns | 940 |