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James David Van Leeuwen

Investment Adviser Representative at Alliance Wealth Advisors, LLC

Centerville, UTCRD #8077796Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

James David Van Leeuwen is an investment adviser representative with Alliance Wealth Advisors, LLC in Centerville, UT, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Texas and Utah.

Office

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

Advisors at this office: 11

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas, Utah

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/13/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Alliance Wealth Advisors, LLCCurrent
5/14/2025 – Centerville, UT

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Alliance Wealth Advisors, LLC
    May 2024 – no end date reportedCenterville, UT
  2. Alliance Wealth Advisors, LLC
    Apr 2025 – no end date reportedCenterville, UT
  3. America First Credit Union
    Oct 2019 – Apr 2024Bountiful, UT
  4. Alphagraphics
    Mar 2018 – Oct 2019Bountiful, UT
  5. Deseret BOOK
    Aug 2017 – Mar 2018Salt Lake City, UT
  6. Temple Square Hospitality (Nauvoo CAFE)
    Jul 2017 – Aug 2017Salt Lake City, UT
  7. THE Church OF Jesus Christ OF Latter-day Saints
    Jul 2015 – Jun 2017Harrisburg, PA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Alliance Wealth Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm's annual rate schedule by assets
  • Up to $250,0001.65%
  • Between $250,001 and $1,000,0001.40%
  • Between $1,000,001 and $2,000,0001.15%
  • Over $2,000,0001.00%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
11
Offices listed on AdvisorFinder:
1
Main office:
Centerville, UT
SEC file number:
801-121605

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 6, 2026

View full firm profile

Other advisors at Alliance Wealth Advisors, LLC

10 other advisors in the directory

View Alliance Wealth Advisors, LLC firm profile

Similar advisors in Centerville, UT

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. James David Van Leeuwen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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James David Van Leeuwen (Alliance Wealth Advisors)