Alliance Wealth Strategies, Inc Email Formats	Example	Percentage
FLast@awsplanning.com	JDoe@awsplanning.com	67%
F.Last@awsplanning.com	J.Doe@awsplanning.com	33%
First.Last@alliancewealthstrategies.com	John.Doe@alliancewealthstrategies.com	100%

Where is Alliance Wealth Strategies, Inc's headquarters located?

Alliance Wealth Strategies, Inc's main headquarters is located at 1020 State Street Santa Barbara, California 93101 United States. The company has employees across 1 continents, including North America.

What is Alliance Wealth Strategies, Inc's phone number?

You can contact Alliance Wealth Strategies, Inc's main corporate office by phone at

+1-805-621-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Alliance Wealth Strategies, Inc's official website and social media links?

Alliance Wealth Strategies, Inc's official website is awsplanning.com and has social profiles on LinkedIn.

What is Alliance Wealth Strategies, Inc's NAICS code?

Alliance Wealth Strategies, Inc's NAICS code is 52 - Finance and Insurance.

How many employees does Alliance Wealth Strategies, Inc have currently?

As of March 2026, Alliance Wealth Strategies, Inc has approximately 4 employees across 1 continents, including North America. Key team members include Managing Partner: S. B.Managing Partner, Vp Of Marketing At Alliance Health Strategies: K. B.Office Manager: M. L.. Explore Alliance Wealth Strategies, Inc's employee directory with LeadIQ.

What industry does Alliance Wealth Strategies, Inc belong to?

Alliance Wealth Strategies, Inc operates in the Financial Services industry.

What is Alliance Wealth Strategies, Inc's email format?

Alliance Wealth Strategies, Inc's email format typically follows the pattern of FLast@awsplanning.com. Find more Alliance Wealth Strategies, Inc email formats with LeadIQ.

When was Alliance Wealth Strategies, Inc founded?

Alliance Wealth Strategies, Inc was founded in 2009.

Alliance Wealth Strategies, Inc

Q: What is Alliance Wealth Strategies, Inc's NAICS code?

Alliance Wealth Strategies, Inc's NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States2-10 Employees

Alliance Wealth Strategies, Inc. is a small wealth management practice based in Santa Barbara, California. Founded in 2009 by Sergio Villa, the firm pursues a holistic approach that accounts for each client's unique circumstances to guide financial decisions. It emphasizes tailoring investment and planning strategies to individual needs and nurturing long-term client relationships through disciplined investing.

In 2015, Alliance Wealth Strategies merged with The Source Financial Group to expand its capabilities in retirement planning and defined contribution plans. The company serves individuals seeking comprehensive wealth management and retirement planning, with an emphasis on long-term outcomes and personalized service. Villa operates as a registered representative offering securities and advisory services through United Planners Financial Services; Alliance Wealth Strategies and United Planners are not affiliated.

Insights

Similar companies to Alliance Wealth Strategies, Inc

Charles Schwab

Northwestern Mutual

Ameriprise Financial

Fidelity Investments

Vanguard

Lincoln Financial Advisors

LPL Financial

Merrill Lynch

Cetera Financial Group

Morgan Stanley

Edward Jones