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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BROWN EDWARDS WEALTH STRATEGIES

ALLIANCE WEALTH STRATEGIES, LLC, CRD 173559

LYNCHBURG, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:30fb7b28-d2f6-f0ba-a8db-ab46b8d232e4

Data as of Aug 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 3
On other graphs: 0
Observed: Aug 27, 2019 to Aug 31, 2026
17 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.92 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $403MItem 5.F on the latest filing (2026-08-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $403M
Private client RAUM: $369MderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $50.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 8
Offices: 13Schedule D 1.F, beyond the principal office
Accounts: 604
Individual clients: 112
High net worth clients: 105
Custody, client assets: $210M
SEC number: 801-117391
CRD: 173559
Filings on the tape: 17
First filed: Aug 27, 2019
Latest filed: Aug 31, 2026
Organised: Limited Liability Company, VA
Website: brownedwardswealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RYAN ALLEN MCENTIRE	n/a	LYNCHBURG, VA	11	15	n/a	no
MARK EDWARD WISEMAN	n/a	ROANOKE, VA \| LYNCHBURG, VA	11	36	n/a	no
HARRY SCHWARZ	n/a	LYNCHBURG, VA \| ROANOKE, VA	9	28	2	no
ANTONY DOUGLAS ROOP	n/a	LYNCHBURG, VA \| BRISTOL, TN	9	10	n/a	no
KELLI JANE VANCE	Personal Financial Specialist	LYNCHBURG, VA \| COLONIAL HEIGHTS, VA	6	27	n/a	no
BRAD LEIGH BAILEY	n/a	MIDLOTHIAN, VA \| LYNCHBURG, VA	4	29	2	no
JACOB DOUGLAS FAVARO	Certified Financial Planner	LYNCHBURG, VA \| GLEN ALLEN, VA	3	11	1	no
Joshua Troy Allen Leslie	n/a	LYNCHBURG, VA	1	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BROWN, EDWARDS & COMPANY L.L.P.	Owner	E	yes	09/2014	Aug 27, 2019	Aug 27, 2024
MCENTIRE, RYAN, ALLEN	DIRECTOR / CHIEF COMPLIANCE OFFICER	Na	yes	09/2014	Aug 27, 2019	Aug 27, 2024
ROOP, ANTONY, DOUGLAS	Director	Na	yes	12/2017	Aug 27, 2019	Aug 27, 2024
VANCE, KELLI, JANE	Director	Na	yes	05/2023	Aug 29, 2023	Aug 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BROWN, EDWARDS & COMPANY, L.L.P.	n/a	n/a	n/a	Y	yes	n/a
COVENANT REAL ESTATE SERVICES	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
GLEN ALLEN	Va	United States	3	no
NEWPORT NEWS	Va	United States	3	no
Roanoke	Va	United States	3	no
Bluefield	Wv	United States	3	no
Bristol	Tn	United States	2	no
Kingsport	Tn	United States	2	no
Christianburg	Va	United States	2	no
COLONIAL HEIGHTS	Va	United States	2	no
Wytheville	Va	United States	2	no
Charleston	Wv	United States	2	no
Harrisonburg	Va	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 6 of 7

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 9, 2026	$331M	$330M	7	7	13	n/a	n/a
2024	Aug 27, 2024	$272M	$272M	7	7	12	n/a	n/a
2023	Aug 29, 2023	$232M	$232M	8	8	11	n/a	n/a
2022	Aug 30, 2022	$225M	$225M	9	7	11	n/a	n/a
2021	Aug 23, 2021	$202M	$202M	9	7	10	n/a	n/a
2020	Sep 1, 2020	$122M	$122M	9	7	10	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$403M	$272M	48.2%	$225M	21.4%	8	7	13	12

Relationships

Registered with (8)

← Joshua Troy Allen LeslieAdvisorregistration: current employment
Aug 25, 2025 to presentfactForm ADV
← JACOB DOUGLAS FAVAROAdvisorregistration: current employment
Feb 22, 2023 to presentfactForm ADV
← BRAD LEIGH BAILEYAdvisorregistration: current employment
Jul 18, 2022 to presentfactForm ADV
← KELLI JANE VANCEAdvisorregistration: current employment
Jan 14, 2020 to presentfactForm ADV
← ANTONY DOUGLAS ROOPAdvisorregistration: current employment
May 10, 2017 to presentfactForm ADV
← HARRY SCHWARZAdvisorregistration: current employment
Feb 16, 2017 to presentfactForm ADV
← MARK EDWARD WISEMANAdvisorregistration: current employment
Apr 21, 2015 to presentfactForm ADV
← RYAN ALLEN MCENTIREAdvisorregistration: current employment
Jan 8, 2015 to presentfactForm ADV

Controls (4)

← MCENTIRE, RYAN, ALLENOwnerDIRECTOR / CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 27, 2019 to Aug 27, 2024factForm ADV
← ROOP, ANTONY, DOUGLASOwnerDIRECTOR, ownership code NA, individual
Aug 27, 2019 to Aug 27, 2024factForm ADV
← VANCE, KELLI, JANEOwnerDIRECTOR, ownership code NA, individual
Aug 29, 2023 to Aug 27, 2024factForm ADV
← BROWN, EDWARDS & COMPANY L.L.P.OwnerOWNER, ownership code E, domestic entity
Aug 27, 2019 to Aug 27, 2024factForm ADV

Dated events

Occurred
Aug 29, 2023
Control person joined
Jane Kelli Vance (Director) appeared on Schedule A of Brown Edwards Wealth Strategies
Form ADVobserved 6 days ago
Occurred
Nov 22, 2021
Control person left
Christopher Michael Wingfield (Director) no longer on Schedule A of Brown Edwards Wealth Strategies (listed 2021-08-23, absent 2021-11-22)
Form ADVobserved 6 days ago
Occurred
Aug 27, 2019
First Form ADV filing
Alliance Wealth Strategies, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:30fb7b28-d2f6-f0ba-a8db-ab46b8d232e4
First observed: Aug 27, 2019
Last observed: Aug 31, 2026 21 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BROWN EDWARDS WEALTH STRATEGIES

ALLIANCE WEALTH STRATEGIES, LLC, CRD 173559

LYNCHBURG, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:30fb7b28-d2f6-f0ba-a8db-ab46b8d232e4

Data as of Aug 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:18 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RYAN ALLEN MCENTIRE

n/a

LYNCHBURG, VA

n/a

MARK EDWARD WISEMAN

n/a

ROANOKE, VA | LYNCHBURG, VA

n/a

HARRY SCHWARZ

n/a

LYNCHBURG, VA | ROANOKE, VA

ANTONY DOUGLAS ROOP

n/a

LYNCHBURG, VA | BRISTOL, TN

n/a

KELLI JANE VANCE

Personal Financial Specialist

LYNCHBURG, VA | COLONIAL HEIGHTS, VA

n/a

BRAD LEIGH BAILEY

n/a

MIDLOTHIAN, VA | LYNCHBURG, VA

JACOB DOUGLAS FAVARO

Certified Financial Planner

LYNCHBURG, VA | GLEN ALLEN, VA

Joshua Troy Allen Leslie

n/a

LYNCHBURG, VA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BROWN, EDWARDS & COMPANY L.L.P.

Owner

yes

09/2014

Aug 27, 2019

Aug 27, 2024

MCENTIRE, RYAN, ALLEN

DIRECTOR / CHIEF COMPLIANCE OFFICER

yes

09/2014

Aug 27, 2019

Aug 27, 2024

ROOP, ANTONY, DOUGLAS

Director

yes

12/2017

Aug 27, 2019

Aug 27, 2024

VANCE, KELLI, JANE

Director

yes

05/2023

Aug 29, 2023

Aug 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BROWN, EDWARDS & COMPANY, L.L.P.

n/a

yes

n/a

COVENANT REAL ESTATE SERVICES

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

GLEN ALLEN

United States

NEWPORT NEWS

United States

Roanoke

United States

Bluefield

United States

Bristol

United States

Kingsport

United States

Christianburg

United States

COLONIAL HEIGHTS

United States

Wytheville

United States

Charleston

United States

Harrisonburg

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 9, 2026

$331M

$330M

n/a

2024

Aug 27, 2024

$272M

n/a

2023

Aug 29, 2023

$232M

n/a

2022

Aug 30, 2022

$225M

n/a

2021

Aug 23, 2021

$202M

n/a

2020

Sep 1, 2020

$122M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$403M

$272M

48.2%

$225M

21.4%