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WE ALLIANCE WEALTH ADVISORS, INC.
CRD 175405 · SEC 801-113406
3001 DOUGLAS BLVD, STE. 142, ROSEVILLE, CA, 95661, United States
Phone
916-325-0130
Fax
916-771-4475
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$233.1M
Discretionary AUM
$230.1M
Team
9 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)SMA MANAGEMENT SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 235 | $120.3M |
| High net worth individuals | 30 | $112.8M |
States served
AZ, CA, WA, TX
All web addresses on file
Official SEC filing: View on IAPD