10585 E 21st N
Wichita, Kansas 67207
Tel: 316.221.3950
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$217,399,324,981 | 269686 | 1428 | |
$107,102,338,153 | 57121 | 550 | |
$81,106,925,484 | 132567 | 1498 | |
$27,082,623,332 | 277294 | 578 | |
$24,362,866,552 | 30635 | 353 |
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