Overview
Assets Under Management: $1.9 billion
Headquarters: MELVILLE, NY
High-Net-Worth Clients: 402
Average Client Assets: $4 million
Frequently Asked Questions
THE WEALTH ALLIANCE, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #305052), THE WEALTH ALLIANCE, LLC is subject to fiduciary duty under federal law.
THE WEALTH ALLIANCE, LLC is headquartered in MELVILLE, NY.
THE WEALTH ALLIANCE, LLC serves 402 high-net-worth clients according to their SEC filing dated June 25, 2025. View client details ↓
According to their SEC Form ADV, THE WEALTH ALLIANCE, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
THE WEALTH ALLIANCE, LLC is ranked #126 by Forbes in 2025. Learn more about these rankings ↓
THE WEALTH ALLIANCE, LLC manages $1.9 billion in client assets according to their SEC filing dated June 25, 2025.
According to their SEC Form ADV, THE WEALTH ALLIANCE, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Recent Rankings
Forbes 2025: 126
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 402
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.42
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 4,315
Discretionary Accounts: 4,315
Regulatory Filings
CRD Number: 305052
Filing ID: 1995071
Last Filing Date: 2025-06-25 16:30:00
Website: https://thewealthalliance.com