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WEALTH ALLIANCE, LLC
CRD 140630
12544 HIGH BLUFF DRIVE, SUITE 200, SAN DIEGO, CA, 92130, United States
Phone
858-793-0513
Fax
858-793-1049
Registration
— (—)
Source
State registered
Total AUM
$70.0M
Discretionary AUM
$70.0M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 155 | $40.2M |
| High net worth individuals | 17 | $29.8M |
All web addresses on file
Official SEC filing: View on IAPD