AW
Allegiance Wealth Management, Inc.
State-registered
Wealth Manager · Boutique (under $100M)
CRD 121392
·
☆ Save with Pro
ADV data as of Sep 23, 2026
- Regulatory AUM
- $41.5M
- Discretionary
- $41.5M
- Clients
- 25
- Avg AUM / client
- $1.7M
- Accounts
- 25
- Employees
- 1
AUM over time
$41.5M
$49.2M
Dec 18, 2024
Sep 23, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 8 | $2.8M | 6.66% |
| High net worth individuals | 17 | $38.8M | 93.3% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Edward Palmer | Registered representative | CFP Chartered Financial Consultant Personal Financial Specialist | Mar 2003 (24y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 12/18/2024 | 984 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 23, 2026.
View current Form ADV (SEC/IAPD) ↗