Chad E. Kelley

ALLIANCE WEALTH ADVISORS

CENTERVILLE, UT 84014

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CRD#: 6343638

Professional summary

Chad Edwards Kelley, CFP® is a registered financial advisor currently at ALLIANCE WEALTH ADVISORS, LLC located in Centerville, Utah.

Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Chad has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Independent insurance agent. Address is the same as office location. Investment-related. Position held-Insurance Agent. Nature of business Individual producer offering fixed life and annuities. 5 hrs per month all during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad Edwards Kelley's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

April 12, 2022 - Present

ALLIANCE WEALTH ADVISORS, LLC

Office #1: 1148 West Legacy Crossing Blvd. Suite 110, Centerville, UT 84014

RIA

CRD#: 314668

CENTERVILLE, UT

Past

December 4, 2018 - April 5, 2022

PHYSICIAN WEALTH ADVISORS, INC.

RIA

CRD#: 106043

SALT LAKE CITY, UT

Past

September 10, 2018 - October 25, 2018

DENTIST ADVISORS

RIA

CRD#: 149559

SOUTH JORDAN, UT

Past

February 13, 2015 - September 7, 2018

PHYSICIAN WEALTH ADVISORS, INC.

RIA

CRD#: 106043

SALT LAKE CITY, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALLIANCE WEALTH ADVISORS, LLC

ALLIANCE WEALTH ADVISORS, LLC | MYRETIRE

CRD#: 314668 / SEC#: 801-121605

RIA

Registered Investment Advisory firm - (6/25/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(4/12/2022)

IAR

Utah
(4/12/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/12/2015

Uniform Investment Adviser Law Examination

Current Firm

ALLIANCE WEALTH ADVISORS, LLC

ALLIANCE WEALTH ADVISORS, LLC | MYRETIRE

CRD#: 314668 / SEC#: 801-121605

RIA

Registered Investment Advisory firm - (6/25/2021 Approved)

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Contact information

Main Address

1148 West Legacy Crossing Blvd. Suite 110, Centerville, UT 84014

Mailing Address

Phone number

(801) 683-6000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ALLIANCE WEALTH ADVISORS, LLC ADV BROCHURE (10/24/2025)

Regulatory assets under management

Total Number of Accounts	1,530
AUM (Assets Under Management)	$ 439,486,365

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Chad E. Kelley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad Edwards Kelley's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLIANCE WEALTH ADVISORS, LLC

PHYSICIAN WEALTH ADVISORS, INC.

DENTIST ADVISORS

PHYSICIAN WEALTH ADVISORS, INC.

Primary Firm SEC Registration

ALLIANCE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/12/2015

Current Firm

ALLIANCE WEALTH ADVISORS, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALLIANCE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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