Overview
Assets Under Management: $804 million
Headquarters: WICHITA, KS
High-Net-Worth Clients: 222
Average Client Assets: $2 million
Frequently Asked Questions
WEALTH ALLIANCE ADVISORY GROUP, 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 #290329), WEALTH ALLIANCE ADVISORY GROUP, LLC is subject to fiduciary duty under federal law.
WEALTH ALLIANCE ADVISORY GROUP, LLC is headquartered in WICHITA, KS.
WEALTH ALLIANCE ADVISORY GROUP, LLC serves 222 high-net-worth clients according to their SEC filing dated November 19, 2025. View client details ↓
According to their SEC Form ADV, WEALTH ALLIANCE ADVISORY GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
WEALTH ALLIANCE ADVISORY GROUP, LLC manages $804 million in client assets according to their SEC filing dated November 19, 2025.
According to their SEC Form ADV, WEALTH ALLIANCE ADVISORY GROUP, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 222
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.43
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 907
Discretionary Accounts: 906
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 290329
Filing ID: 2027872
Last Filing Date: 2025-11-19 15:08:01
Website: 0