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WEALTH ALLIANCE ADVISORY GROUP, LLC
CRD 290329 · SEC 801-112023
10585 E 21ST N, WICHITA, KS, 67207, United States
Phone
316.221.3950
Fax
316.221.3952
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$978.6M
Discretionary AUM
$957.1M
Team
7 total employees; 7 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 693 | $208.7M |
| High net worth individuals | 223 | $545.6M |
| Pension/profit sharing plans | 45 | $156.7M |
| Charitable organizations | 5 | $32.1M |
| Corporations/business entities | 16 | $35.5M |
States served
CA, CO, ID, IL, KS, NE, OK, VA, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD