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Chad Edwards Kelley

ALLIANCE WEALTH ADVISORS, LLC·CENTERVILLE, Utah
Unclaimed Profile
1148 WEST LEGACY CROSSING BLVD., CENTERVILLE, UT 84014CRD# 6343638Firm CRD# 314668
01

About

Chad Edwards Kelley is a registered financial advisor based in CENTERVILLE, Utah, affiliated with ALLIANCE WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ALLIANCE WEALTH ADVISORS, LLC
ALLIANCE WEALTH ADVISORS, LLC
AUM
$369M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at ALLIANCE WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6343638
Firm CRD# 314668
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Chad Edwards Kelley offer?
Chad Edwards Kelley specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CENTERVILLE, Utah for a consultation.
What are Chad Edwards Kelley's credentials?
Chad Edwards Kelley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chad Edwards Kelley located?
Chad Edwards Kelley is based in CENTERVILLE, Utah, working with ALLIANCE WEALTH ADVISORS, LLC. Their office serves clients in the CENTERVILLE metropolitan area and surrounding communities.
How does Chad Edwards Kelley charge for services?
Chad Edwards Kelley's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALLIANCE WEALTH ADVISORS, LLC?
ALLIANCE WEALTH ADVISORS, LLC has approximately 13 employees and manages $369M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CENTERVILLE
Owen John Fisher — WEALTH NAVIGATION, LLCAdam Craig Fisher — WEALTH NAVIGATION, LLCTiffin Ellen Tullis — VIGILANT INVESTMENT ADVISORS, LLCMichael Scott Jones — WEALTH NAVIGATION, LLCPaul Alfred Coles — ALLIANCE WEALTH ADVISORS, LLC
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuidePROVO Guide
Research
Advisor Fees in UtahNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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