Alliance Wealth Management Partners Llc
- Regulatory AUM
- $272M
- Discretionary
- $211M
- Clients
- 764
- Avg AUM / client
- $357K
- Accounts
- 1,637
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 594 | $111M | 40.8% |
| High net worth individuals | 112 | $105M | 38.4% |
| Pension and profit sharing plans | 58 | $56.7M | 20.8% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lori Hatcher Bishop | Member / Director Of Financial Planning | CFP | Mar 2021 (5y) | 10% – 25% |
| Michael Bryant Bishop | Member / Partner / Chief Compliance Officer | Mar 2021 (5y) | 10% – 25% | |
| Michael Coy Lawson | Member | Mar 2021 (5y) | 25% – 50% | |
| Patrick Neal Clark | Managing Member / Partner | Mar 2021 (5y) | 25% – 50% | |
| Kristyn Danielle Bullard | Registered representative | CFP | Aug 2021 (5y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
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) | 03/23/2026 | 1.08 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
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $211M (77% of AUM) Mar 2026
- Capital Group $29.4M (11% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗