Retirement and Wealth at Alliant, LLC
● SEC registered since 2013CRD 167970SEC# 801-78240Wayne, PA
Reg. AUM
$7.37B
Employees
30
Accounts
248
Location
Wayne, PA
Retirement and Wealth at Alliant, LLC assets under management
Retirement and Wealth at Alliant, LLC operates as an SEC-registered investment adviser based in Wayne, PA. The firm has been registered since 2013. It reports $7.4 billion in regulatory assets under management and employs 30 people.
Retirement and Wealth at Alliant, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alliant Insurance Services Control | Parent Company And Managing Member | Over 75% | 2013 |
| Amit Raj Dogra Control | Managing Director, Evp | Under 5% | 2026 |
| Wendy Michelle Conner Control | Chief Compliance Officer | Under 5% | 2013 |
| Ah Parent, Inc. Control | Parent Company | Over 75% | 2024 |
| Alliant Holdings Intermediate, Inc. Control | Parent Company | Over 75% | 2013 |
| Alliant Holdings Intermediate, LLC Control | Parent Company | Over 75% | 2013 |
| Alliant Holdings, L.P. Control | Parent Company | Over 75% | 2013 |
| Alliant Insurance Services, Inc. Control | Parent Company And Managing Member | Over 75% | 2013 |
| Alliant Insurance Services, Inc. (parent to Alliant Retirement Services, LLC) Control | Parent Company | Over 75% | 2013 |
| Alliant Services, Inc. Control | Parent Company | Over 75% | 2013 |
Frequently asked questions
How much does Retirement and Wealth at Alliant, LLC manage?
Retirement and Wealth at Alliant, LLC reports $7.4 billion in regulatory assets under management on its Form ADV.
How many employees does Retirement and Wealth at Alliant, LLC have?
Retirement and Wealth at Alliant, LLC reports 30 employees.
Where is Retirement and Wealth at Alliant, LLC located?
Retirement and Wealth at Alliant, LLC is based in Wayne, PA and has been SEC-registered since 2013.
Does Retirement and Wealth at Alliant, LLC disclose fund performance?
Retirement and Wealth at Alliant, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 565 E. Swedesford Road, Suite 100, Wayne, PA 19087 |
| Phone | (713) 470-4208 |
| Fax | (713) 470-4272 |
| Office hours | By Appointment |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$7.37B▲ 104%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 10%
Larger than 90% of 16,306 advisers
EmployeesTop 18%
More than 82% of 16,824 advisers
Assets under management
$7.37Bregulatory AUM
Discretionary $7.37B