Brown Edwards Wealth Strategies
% of assets managed in Lynchburg, VA
SEC registeredNo commissions reported
Public-record details
- Address
- 828 Main Street, Suite 1401, Lynchburg, VA 24504
- Phone
- (434) 948-9000
- Listed under
- % of assets managed, Retirement plan consulting
- Legal name
- Alliance Wealth Strategies, LLC
- CRD number
- 173559
- Registration
- SEC registered since 2019-09-23
- Compensation (Form ADV 5.E)
- Percentage of assets under management
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers
- Regulatory assets under management
- $403.3 million
- Accounts managed
- 604
- Clients reported (Form ADV 5.D)
- 217
- Individual / high-net-worth clients
- 112 / 105
- Employees
- 8
- Other business activities (Form ADV 6.A)
- Also active as: insurance broker or agent
- Disclosures reported on Form ADV
- None reported
- Latest Form ADV filing
- 2026-08-31
Read the official record
- SEC IAPD summary for CRD 173559 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
- Firm website (as listed on Form ADV)
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.
Other advisers in Lynchburg
Advanta Wealth ManagementState registeredNo commissions reportedArrow Wealth AdvisorsSEC registeredNo commissions reportedCharmarline Wealth ManagementSEC registeredNo commissions reportedLegacy Wealth Management Group, INC.SEC registeredNo commissions reportedLynchburg Wealth ManagementState registeredNo commissions reportedMontvue Capital Management, INC.SEC registeredNo commissions reportedPettyjohn, Wood & White, INC.SEC registeredNo commissions reportedServus Capital ManagementState registeredNo commissions reported