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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ALLIANCE WEALTH MANAGEMENT PARTNERS LLC

CRD 313195

KNOXVILLE, TN

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:444efe3f-cb7d-78f7-0188-5f102af57d6c

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 3
On other graphs: 0
Observed: Mar 20, 2021 to Mar 23, 2026
24 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=0.79 fund_share=0.0 institutional_share=0.21 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $272MItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $211M
Private client RAUM: $216MderivedItem 5.D individuals plus high net worth individuals
Private client share: 79%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $54.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 5
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 1,637
Individual clients: 594
High net worth clients: 112
Custody, client assets: $8.5M
SEC number: 801-121597
CRD: 313195
Filings on the tape: 24
First filed: Mar 20, 2021
Latest filed: Mar 23, 2026
Organised: Limited Liability Company, TN
Website: secwealthmanagement.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
LORI HATCHER BISHOP	Certified Financial Planner	Alcoa, TN \| KNOXVILLE, TN	5	40	2	no
PATRICK NEAL CLARK	n/a	KNOXVILLE, TN	5	26	2	no
MICHAEL BRYANT BISHOP	n/a	KNOXVILLE, TN \| Alcoa, TN	5	23	3	no
MICHAEL COY LAWSON	n/a	KNOXVILLE, TN \| Athens, TN	5	18	3	no
Kristyn Danielle Bullard	Certified Financial Planner	KNOXVILLE, TN	5	15	1	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
BISHOP, LORI, HATCHER	MEMBER / DIRECTOR OF FINANCIAL PLANNING	B	yes	03/2021	Mar 20, 2021	Feb 9, 2024
BISHOP, MICHAEL, BRYANT	MEMBER / PARTNER / CHIEF COMPLIANCE OFFICER	B	yes	03/2021	Mar 20, 2021	Feb 9, 2024
CLARK, PATRICK, NEAL	MANAGING MEMBER / PARTNER	C	yes	03/2021	Mar 20, 2021	Feb 9, 2024
LAWSON, MICHAEL, COY	Member	C	yes	03/2021	Mar 20, 2021	Feb 9, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
Alcoa	Tn	United States	2	no
Athens	Tn	United States	1	no
Calhoun	Tn	United States	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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 23, 2026	$272M	$211M	13	5	3	n/a	n/a
2024	Feb 27, 2025	$235M	$185M	13	6	3	n/a	n/a
2023	Feb 9, 2024	$184M	$184M	12	6	3	n/a	n/a
2022	Feb 2, 2023	$159M	$122M	11	5	4	n/a	n/a
2021	Mar 10, 2022	$150M	$109M	10	5	2	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	$272M	$235M	16.1%	$159M	19.7%	13	13	3	3

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	5	Dec 31, 2021	Aug 18, 2021	KNOXVILLE, TN	Team lift out	Ibd to RIA	0.2%

Relationships

Registered with (5)

← LORI HATCHER BISHOPAdvisorregistration: current employment
Aug 18, 2021 to presentfactForm ADV
← PATRICK NEAL CLARKAdvisorregistration: current employment
Aug 18, 2021 to presentfactForm ADV
← MICHAEL BRYANT BISHOPAdvisorregistration: current employment
Aug 18, 2021 to presentfactForm ADV
← MICHAEL COY LAWSONAdvisorregistration: current employment
Aug 18, 2021 to presentfactForm ADV
← Kristyn Danielle BullardAdvisorregistration: current employment
Aug 18, 2021 to presentfactForm ADV

Controls (4)

← BISHOP, LORI, HATCHEROwnerMEMBER / DIRECTOR OF FINANCIAL PLANNING, ownership code B, individual
Mar 20, 2021 to Feb 9, 2024factForm ADV
← CLARK, PATRICK, NEALOwnerMANAGING MEMBER / PARTNER, ownership code C, individual
Mar 20, 2021 to Feb 9, 2024factForm ADV
← BISHOP, MICHAEL, BRYANTOwnerMEMBER / PARTNER / CHIEF COMPLIANCE OFFICER, ownership code B, individual
Mar 20, 2021 to Feb 9, 2024factForm ADV
← LAWSON, MICHAEL, COYOwnerMEMBER, ownership code C, individual
Mar 20, 2021 to Feb 9, 2024factForm ADV

Moved with (1)

← CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviser5 advisors, team lift out, same day
Dec 31, 2021 to Aug 18, 2021factForm ADV

Dated events

Occurred
Jul 22, 2021
Control person left
Lucian Paul Wetherall (Member) no longer on Schedule A of Alliance Wealth Management Partners Llc (listed 2021-06-21, absent 2021-07-22)
Form ADVobserved 5 days ago
Occurred
Jul 22, 2021
Control person left
Anne Charissa Leonard (Chief Compliance Officer) no longer on Schedule A of Alliance Wealth Management Partners Llc (listed 2021-06-21, absent 2021-07-22)
Form ADVobserved 5 days ago
Occurred
Mar 20, 2021
First Form ADV filing
Alliance Wealth Management Partners Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:444efe3f-cb7d-78f7-0188-5f102af57d6c
First observed: Mar 20, 2021
Last observed: Mar 23, 2026 6 months 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.

ALLIANCE WEALTH MANAGEMENT PARTNERS LLC

CRD 313195

KNOXVILLE, TN

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:444efe3f-cb7d-78f7-0188-5f102af57d6c

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:04 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LORI HATCHER BISHOP

Certified Financial Planner

Alcoa, TN | KNOXVILLE, TN

PATRICK NEAL CLARK

n/a

KNOXVILLE, TN

MICHAEL BRYANT BISHOP

n/a

KNOXVILLE, TN | Alcoa, TN

MICHAEL COY LAWSON

n/a

KNOXVILLE, TN | Athens, TN

Kristyn Danielle Bullard

Certified Financial Planner

KNOXVILLE, TN

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BISHOP, LORI, HATCHER

MEMBER / DIRECTOR OF FINANCIAL PLANNING

yes

03/2021

Mar 20, 2021

Feb 9, 2024

BISHOP, MICHAEL, BRYANT

MEMBER / PARTNER / CHIEF COMPLIANCE OFFICER

yes

03/2021

Mar 20, 2021

Feb 9, 2024

CLARK, PATRICK, NEAL

MANAGING MEMBER / PARTNER

yes

03/2021

Mar 20, 2021

Feb 9, 2024

LAWSON, MICHAEL, COY

Member

yes

03/2021

Mar 20, 2021

Feb 9, 2024

City

State

Country

Employees

Also broker-dealer

Alcoa

United States

Athens

United States

Calhoun

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$272M

$211M

n/a

2024

Feb 27, 2025

$235M

$185M

n/a

2023

Feb 9, 2024

$184M

n/a

2022

Feb 2, 2023

$159M

$122M

n/a

2021

Mar 10, 2022

$150M

$109M

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

$272M

$235M

16.1%

$159M

19.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Dec 31, 2021

Aug 18, 2021

KNOXVILLE, TN

Team lift out

Ibd to RIA

0.2%