# Alliance Wealth Management Group

Alliance Wealth Management Group is a Bank / Wealth / Trust based in Flemington, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Flemington, United States
- **Region:** North America
- **Address:** Flemington, NJ, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** alliancewmg.com
- **LinkedIn:** https://www.linkedin.com/company/alliance-wealth-management-group

## Regulatory record

- **CRD number:** 169573
- **SEC file number:** 801-78935
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/169573

## About

Alliance Wealth Management Group was established in 2014 as a New Jersey-registered investment advisor headquartered in Flemington. The firm operates from a single office in Hunterdon County, serving a client base that includes individual investors, high-net-worth families, and local business entities. Unlike multi-family offices that grow through aggregation, Alliance appears structured as a traditional independent RIA — a practice built on direct advisory relationships in a specific local market. The firm provides investment management and financial planning services, with an emphasis on portfolio construction and ongoing advisory for private clients. Its regulatory filings indicate a focus on individually managed accounts rather than pooled vehicles or fund structures. While the firm does not publicly disclose its investment strategy, most independent RIAs of this profile allocate across equities, fixed income, and mutual funds or ETFs, with customization based on client goals and risk tolerance. The geographic footprint is concentrated in central New Jersey, with no indication of satellite offices or a national reach. Alliance Wealth Management Group is registered with the SEC as a Registered Investment Advisor, which places it under fiduciary obligation to clients. The firm does not publicly report assets under management, total deployment, or professional headcount. An independent RIA serving a single-county market in New Jersey represents a structurally distinct posture from larger wealth managers that build national brands or institutional platforms.

## Questions

### What types of clients does Alliance Wealth Management Group serve?

Per the firm's regulatory disclosures, Alliance Wealth Management Group advises individuals, high-net-worth individuals, and various business types. The practice is structured as a generalist advisory firm rather than a niche provider, with a client base drawn primarily from its local market in central New Jersey.

### Where is Alliance Wealth Management Group's primary market?

The firm is headquartered in Flemington, New Jersey, in Hunterdon County. All available public records indicate a single-office structure serving central New Jersey, with no satellite locations or out-of-state registration activity identified.

### Does the firm disclose assets under management?

Alliance Wealth Management Group does not publicly report assets under management, and no third-party estimate is available from recognized industry data providers. The firm's AUM is undisclosed as of the latest available regulatory filings.

## Related profiles

- [Alliance Wealth Advisors](https://altss.com/profile/alliance-wealth-advisors)
- [Alliance Wealth Management Partners](https://altss.com/profile/alliance-wealth-management-partners)

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Last updated: 2026-08-11T02:43:31.692Z

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