Alliance Wealth Advisors, LLC

Overview

Alliance Wealth Advisors, LLC is an SEC registered investment adviser based in Centerville, UT, registered since 2021. It reports $552M in assets under management across 1,961 accounts, with 19 employees. It has 11 investment adviser representatives.

Reported AUM

$552M

Discretionary

100%

Accounts

1,961

Average account

$281K

Employees

19

Advisory reps

11

Registered since

2021

Jurisdictions

12

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 3 of 7

• Paul Alfred Coles II Owner, Chief Executive Officer CRD 6228355
• Alyssa Ann Jones Chief Experience Officer CRD 7886138
• Benjamin David Coles Chief Development Officer CRD 6988032

4 more executive officers, with direct contact details

Advisory reps 3 of 11

• Benjamin D Coles Insurance Agent · Investment Adviser Rep CRD 6988032
• Paul A Coles II Insurance Agent · Investment Adviser Rep CRD 6228355
• Jessica Anne Ellis Investment Adviser Rep CRD 7739310

8 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1148 W Legacy Crossing Blvd Ste 110
Centerville, UT 84014

County

Davis

Metro area

Ogden-Clearfield, UT

Region

West

Registrations

• SEC registered
• Registered in 12 jurisdictions
• Website: myretire.us

Every state, with registration dates

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