THE WEALTH ALLIANCE, LLC
SEC Form ADV profile.
Total regulatory AUM
$2,102,685,090
Discretionary
$2,094,466,072
Non-discretionary
$8,219,018
Firm details
- CRD number
- 305052
- SEC file number
- 801-117251
- Main office
- MELVILLE, NY, United States
- Employees
- 29
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.