WE ALLIANCE WEALTH ADVISORS, INC.

3001 Douglas Blvd
Ste. 142
Roseville, California 95661
Tel: 916-325-0130

About WE ALLIANCE WEALTH ADVISORS, INC.

WE ALLIANCE WEALTH ADVISORS, INC, formally registered with the SEC as WE ALLIANCE WEALTH ADVISORS, INC. The firm was established in 06/08/2018. They have over 1 offices throughout the country.

WE ALLIANCE WEALTH ADVISORS, INC. is a Roseville, California based Financial Planning firm with nearly $196,535,673 assets under management, offering retirement planning & investment advisory services to 260 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	175405
SEC#	801-113406
Assets Managed by Firm	$196,535,673
No. of Clients	260
No. of Advisors	7

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals

Firm Client Information

	No. of Clients	AUM
Firm Total	260	$196,535,673
Individuals (other than high net worth individuals)	259	$193,391,758
High net worth individuals	1	$3,143,915

Inquire with WE ALLIANCE WEALTH ADVISORS, INC.

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