WEALTH ALLIANCE ADVISORY GROUP, LLC

10585 E 21st N
Wichita, Kansas 67207
Tel: 316.221.3950

About WEALTH ALLIANCE ADVISORY GROUP, LLC

WEALTH ALLIANCE ADVISORY GROUP, LLC, formally registered with the SEC as WEALTH ALLIANCE ADVISORY GROUP, LLC. The firm was established in 11/13/2017. They have over 1 offices throughout the country.

WEALTH ALLIANCE ADVISORY GROUP, LLC is a Wichita, Kansas based Financial Planning firm with nearly $803,756,168 assets under management, offering retirement planning & investment advisory services to 907 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	290329
SEC#	801-112023
Assets Managed by Firm	$803,756,168
No. of Clients	907
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	907	$803,756,168
Individuals (other than high net worth individuals)	629	$175,690,837
High net worth individuals	222	$493,739,035
Pension and profit sharing plans	37	$103,432,421
Charitable organizations	3	$5,196,245
Corporations or other businesses	16	$25,697,630

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