Disclosures
Alliance Advisors Wealth Management — Last updated August 2026
Alliance Advisors Wealth Management (AAWM) is a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. AAWM only transacts business in states where it is properly registered. This page applies to all content shared by AAWM across our website, social media accounts (including YouTube, Facebook, and LinkedIn), and related digital channels.
1. Educational Purpose Only
Content shared by AAWM, including posts, videos, and articles, is for general educational and informational purposes only. It should not be construed as personalized investment, tax, or legal advice, and should not be relied upon as a substitute for individualized professional guidance.
2. No Advisory Relationship
Viewing, following, or engaging with AAWM’s website or social media accounts does not create an advisory or client relationship. An advisory relationship is only established through a signed, written investment advisory agreement with AAWM.
3. Individual Results & Performance
Any results, tax outcomes, or strategies referenced in our content are illustrative or general in nature. Individual results vary based on personal circumstances. Past performance is no guarantee of future results. All investments involve risk, including the potential loss of principal.
4. Testimonials and Endorsements
Where client comments, reviews, or endorsements appear on our channels, they reflect the experience of that individual and may not be representative of all clients. Endorsements are subject to applicable SEC and state regulatory disclosure requirements.
5. Social Media & Third-Party Content Policy
AAWM does not solicit, endorse, or approve testimonials, reviews, or client recommendations on any social media platform. Any third-party comments, likes, or shares reflecting personal investment experiences do not represent the views of AAWM and should not be construed as an endorsement of our services. AAWM reserves the right to moderate, hide, or delete comments on our channels to comply with regulatory advertising standards.
6. Regulatory Information
For more information about AAWM, our services, fees, and regulatory status, please review our Form ADV Part 2A Brochure and Part 2B Brochure Supplements available on the SEC Investment Adviser Public Disclosure website at: adviserinfo.sec.gov/firm/summary/305397.
Questions about these disclosures?
If you have questions about this disclosure or would like to speak with an advisor about your specific situation, please contact us, or reach us at (352) 810-9397 or ddp@aa-wm.com.
