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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 $526,971,078 assets under management, offering retirement planning & investment advisory services to 1847 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 290329 |
| SEC# | 801-112023 |
| Assets Managed by Firm | $526,971,078 |
| No. of Clients | 1847 |
| No. of Advisors | 7 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1847 | $526,971,078 |
| Individuals (other than high net worth individuals) | 501 | $125,570,914 |
| High net worth individuals | 202 | $360,862,800 |
| Pension and profit sharing plans | 18 | $31,834,167 |
| Corporations or other businesses | 8 | $8,703,197 |
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