Overview
Assets Under Management: $804 million
Headquarters: WICHITA, KS
High-Net-Worth Clients: 222
Average Client Assets: $2 million
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: 1999416
Last Filing Date: 2025-06-25 14:49:00
Website: https://wealthalliance.net