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WALLACE ADVISORY GROUP, LLC
CRD 281049 · SEC 801-106666
3658 MOUNT DIABLO BOULEVARD, SUITE 225, LAFAYETTE, CA, 94549, United States
Phone
925-284-6880
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$269.5M
Discretionary AUM
$269.5M
Team
4 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 52 | $109.2M |
| High net worth individuals | 35 | $160.2M |
States served
CA, NV, TX, HI
All web addresses on file
Official SEC filing: View on IAPD