# Alliance Wealth Management Partners

Alliance Wealth Management Partners is a Multi Family Office based in Knoxville, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Knoxville, United States
- **Region:** North America
- **Address:** Alcoa, TN, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** alliancewmp.com
- **LinkedIn:** https://www.linkedin.com/company/core-benefits-investments-llc

## Regulatory record

- **CRD number:** 313195
- **SEC file number:** 801-121597
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/313195

## About

Founded in 2021 and based in Alcoa, Tennessee, Alliance Wealth Management Partners serves individuals, high-net-worth families, trusts, estates, and businesses. The firm was established as an independent registered investment advisor, a structure that legally obligates it to a fiduciary standard — requiring advice to be in the client's best interest rather than merely suitable. Its location places it near Knoxville's metropolitan base while remaining accessible to clients across eastern Tennessee, a region where local advisory relationships often carry more weight than institutional scale. Alliance Wealth Management Partners provides investment management, financial planning, and asset management services to its client base. While specific strategies and portfolio companies are not publicly disclosed, the firm's regulatory filings and service descriptions indicate coverage across traditional liquid markets, including equities and fixed income, alongside financial planning for business owners and estates. The firm operates from a single office in Alcoa with no publicly reported headcount or adjacent vehicles. It does not maintain visible philanthropic structures, real-asset arms, or club memberships like Tiger 21 or YPO under its name. The practice appears organized as a lean advisory shop — common in the independent RIA channel — where one or two lead advisors manage a concentrated book of local and regional relationships. Alliance Wealth Management Partners differs structurally from bank-affiliated wealth managers and national wirehouses, which often face internal pressure to distribute proprietary products. As an independent RIA, the firm is free to select external managers and securities without in-house product bias, a governance feature that appeals to clients who have previously encountered conflicts at larger institutions. The firm's youth and deliberate opacity make external evaluation difficult, but the fiduciary structure itself serves as its primary institutional guardrail.

## Questions

### Who runs investment decisions at Alliance Wealth Management Partners?

The firm has not publicly named its managing principals or investment committee members. Independent RIAs of its size and location are often led by one or two founding advisors, but no names are available through regulatory filings or the firm's website as of the latest review.

### Is Alliance Wealth Management Partners a fiduciary?

Yes. As a registered investment advisor, Alliance Wealth Management Partners is held to a fiduciary standard under the Investment Advisers Act of 1940. This means the firm is legally required to act in its clients' best interests, disclose conflicts, and avoid self-dealing — a higher bar than the suitability standard applied to broker-dealers.

## Related profiles

- [Alliance Wealth Management Group](https://altss.com/profile/alliance-wealth-management-group)
- [AllianceBernstein](https://altss.com/profile/alliancebernstein-l-p)

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

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