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WEALTH ALLIANCE ADVISORY GROUP, LLC

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

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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 StatusApproved
Firm CRD#290329
SEC#801-112023
Assets Managed by Firm$803,756,168
No. of Clients907
No. of Advisors8

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 ClientsAUM
Firm Total907$803,756,168
Individuals (other than high net worth individuals)629$175,690,837
High net worth individuals222$493,739,035
Pension and profit sharing plans37$103,432,421
Charitable organizations3$5,196,245
Corporations or other businesses16$25,697,630

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