Trust Alliance Wealth Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,802,893
Clients
5
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
Very LowAverage account size
$1,360,579
About
Trust Alliance Wealth Partners LLC provides continuous, discretionary investment management services to a mix of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. Although classified as an investment manager that often serves pooled or institutional assets, the firm also accepts individual accounts and does not impose a minimum investment amount.
The firm primarily allocates client assets among ETFs and mutual funds and applies technical analysis through model portfolios built on trend and relative-strength metrics. It uses a proprietary ETF and mutual fund ranking system developed by Nasdaq DW to assign clients to one or more models and monitors accounts daily with at least monthly formal reviews.
Distinctive features include the Nasdaq DW–based ranking methodology and a model-driven approach tailored to individual risk profiles rather than reliance on active stock selection. The firm requires clients to maintain custody at a designated broker-dealer and does not vote client proxies, leaving proxy decisions to clients while relying on custodian services for trade execution and reporting.
Client services
Portfolio management
Expertise
Passive / index investing
Fee options
$0 - $249,999: 1.00% annually $250,000 - $499,999: 0.90% annually $500,000+: 0.75% annually
Main office location
Trust Alliance Wealth Partners LLC
Owensboro KY, United States
Number of offices
1
Most active in
Trust Alliance Wealth Partners LLC has reported serving >5 clients in these states in the last 12 months.
Kentucky
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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