ALLIANCE WEALTH STRATEGIES, LLC

BROWN EDWARDS WEALTH STRATEGIES

LYNCHBURG, Virginia·4 registered advisors·CRD# 173559

SEC# 801-11739112434 948-9000

01

Firm Overview

AUM

$272M

Regulatory assets under management

Employees

7

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

03

Specialties

Investment Management Fee-Only Advisory

04

Advisors at ALLIANCE WEALTH STRATEGIES, LLC

4 registered advisors

Antony Douglas Roop

LYNCHBURG, Virginia

Kelli Jane Vance

LYNCHBURG, Virginia

Michael Christopher Wingfield

ROANOKE, Virginia

Ryan Allen Mcentire

LYNCHBURG, Virginia

05

Office Locations

LYNCHBURG, Virginia

ROANOKE, Virginia

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Data sourced from SEC Form ADV filings. ALLIANCE WEALTH STRATEGIES, LLC (CRD# 173559) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.