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Home > Retirement Planners > new york > melville > THE WEALTH ALLIANCE, LLC
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 |
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