Alloy Wealth Holdings Llc
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ADV data as of Jun 04, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 10
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Alan Henry | Registered representative | Mar 2020 (6y) | ||
| Tyler M Washington | Registered representative | Feb 2021 (5y) | ||
| Jonathan Paul Kirk | Registered representative | Jan 2022 (5y) | ||
| Charles Russell Hammond | Registered representative | Sep 2023 (3y) | ||
| Marcel John Kelley | Registered representative | Jan 2026 (1y) | ||
| Clarence James Collins | Registered representative | May 2026 (0y) | ||
| Aden Keith Partee | Registered representative | CFP | May 2026 (0y) | |
| Cole David Batchelor | Registered representative | Jun 2026 (0y) |
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) | 06/04/2026 | 1.11 MB | 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
- • Other fees
- • SHARES IN THIRD PARTY ADVISORY FEES
Services
- • Financial planning services
- • Selection of other advisers
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: Jun 04, 2026.
View current Form ADV (SEC/IAPD) ↗