Alliance Wealth Advisors, Llc
- Regulatory AUM
- $552M
- Discretionary
- $552M
- Clients
- 770
- Avg AUM / client
- $717K
- Accounts
- 1,961
- Employees
- 19
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 631 | $234M | 42.3% |
| High net worth individuals | 139 | $318M | 57.7% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul Alfred Coles | Owner/Chief Executive Officer | Sep 2009 (17y) | 75% or more | |
| Benjamin David Coles | Chief Development Officer | Jun 2018 (8y) | Less than 5% | |
| Mason Michael Page | Chief Operating Officer | Mar 2021 (5y) | Less than 5% | |
| Scott G Hoxer | Chief Investment Officer | Mar 2021 (5y) | 5% – 10% | |
| Chad Edwards Kelley | Chief Compliance Officer | CFP | Apr 2022 (4y) | Less than 5% |
| Jones, Alyssa, Ann | Chief Of Staff | Mar 2024 (2y) | Less than 5% | |
| Jaron Allen Munk | Registered representative | Jun 2021 (5y) | ||
| Kobe Ryan Furness | Registered representative | Sep 2023 (3y) | ||
| Jessica Anne Ellis | Registered representative | Apr 2025 (1y) | ||
| James David Van Leeuwen | Registered representative | May 2025 (1y) | ||
| Jackson Kade Horsley Springmeyer | Registered representative | Jun 2026 (0y) | ||
| Alexander Christopulos Lewis | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 20% 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) | 05/01/2026 | 987 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $552M (100% of AUM) May 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: Aug 06, 2026.
View current Form ADV (SEC/IAPD) ↗