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
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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