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ALONGSIDE WEALTH ADVISORS, LLC

CRD No. 323235 | RIA/Wealth Manager | Last Form ADV Filed on 23 Aug 2024 | Registration: State
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Alongside Wealth Advisors, LLC (AWA) is a Tennessee-based registered investment adviser founded in 2022 by Andrew Clement, who serves as the Managing Member and Chief Compliance Officer. AWA offers personalized financial planning services covering various areas such as business planning, cash flow management, college savings, employee benefits optimization, estate planning, insurance, retirement planning, risk management, and tax planning strategies. The firm also provides discretionary portfolio management services primarily investing in stocks, bonds, mutual funds, index funds, exchange-traded funds, and other securities based on client needs. AWA may use third-party sub-advisers to manage portions of client accounts and offers qualified plan consulting services for 401(k) plans. As of June 30, 2024, AWA managed approximately $46,691,094 in client assets on a discretionary basis. The firm does not manage or sponsor wrap fee programs and charges portfolio management fees exclusive of brokerage commissions and transaction costs, which are not received by AWA. Clients are not obligated to act on financial planning recommendations and have the freedom to implement recommendations through any professional service provider of their choice.

Identifying Information
CRD No.
323235
Latest Filing
23 Aug 2024
Form of Organization
Limited Liability Company
Legal Domicile
TN, United States
Registration
State
State Regulator Details
CA | APPROVED | 2024-08-12
TN | APPROVED | 2022-11-09
Contact Details
Phone
000-000-0000
Company Information
Client Type Type Clients AUM
Individuals (other than high net worth individuals) 000 $0,000,000,000
High net worth individuals 000 $0,000,000,000
Pension and profit sharing plans (but not the plan participants or government pension plans) 000 $0,000,000,000
Charitable organizations 000 $0,000,000,000
Client Type with highest AUM
High net worth individuals
Proportion of Hedge Funds (by Gross Asset Value)
0%
Last change in no. of employees in an advisory capacity
63 %
Last change in AUM (Annualized)
46 %
Total Reg. AUM $46,691,094
Discretionary $46,691,094
Non-Discretionary $0
$46.69M
Employee Strength 2
2
No. of Accounts 195
Discretionary 195
Non-Discretionary 0
195

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Direct Owners
CLEMENT, ANDREW, TYLER
MANAGING MEMBER / OWNER / CCO (75% or more)

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