We Alliance Wealth Advisors, Inc.
- Regulatory AUM
- $233M
- Discretionary
- $230M
- Clients
- 265
- Avg AUM / client
- $880K
- Accounts
- 265
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Jul 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 235 | $120M | 51.6% |
| High net worth individuals | 30 | $113M | 48.4% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Terry Dean Wheeler | Ceo | CFP | Jan 2015 (12y) | 75% or more |
| Williams, Matthew, Donald | Chief Compliance Officer | Jul 2023 (3y) | Less than 5% | |
| Justin Riley Bougher | Registered representative | Feb 2019 (7y) | ||
| Rodney Kent Thompson | Registered representative | Sep 2025 (1y) | ||
| Bradley Dean Nease | Registered representative | Feb 2026 (0y) |
Undisclosed: 0% – 25% 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) | 03/17/2026 | 1.18 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
- • Other services
Custody
Reported custodians
- Equity Trust Company $71.3M (31% of AUM) Mar 2026
- Charles Schwab & Co. $54.2M (23% of AUM) Mar 2026
- North American Company $29.2M (13% of AUM) Mar 2026
- Athene $27.5M (13% of AUM) Feb 2026
- Fidelity Brokerage Services $11.9M (6% of AUM) Feb 2026
- Mainstar Trust $4.6M (2% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Jul 29, 2026.
View current Form ADV (SEC/IAPD) ↗