THE WEALTH ALLIANCE, LLC

105 Broadhollow Road
Melville, New York 11747
Tel: (631) 670-0682

About THE WEALTH ALLIANCE, LLC

THE WEALTH ALLIANCE, LLC, formally registered with the SEC as THE WEALTH ALLIANCE, LLC. The firm was established in 08/26/2019. They have over 3 offices throughout the country.

THE WEALTH ALLIANCE, LLC is a Melville, New York based Financial Planning firm with nearly $1,703,650,906 assets under management, offering retirement planning & investment advisory services to 4006 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305052
SEC#	801-117251
Assets Managed by Firm	$1,703,650,906
No. of Clients	4006
No. of Advisors	21

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	4006	$1,703,650,906
Individuals (other than high net worth individuals)	658	$216,493,195
High net worth individuals	360	$1,298,019,586
Pension and profit sharing plans	70	$72,557,036
Corporations or other businesses	22	$116,581,089

More Retirement Planning firms in Melville, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

Explore More Retirement Advisors in Melville, New York

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.