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THE WEALTH ALLIANCE, LLC
CRD 305052 · SEC 801-117251
105 BROADHOLLOW ROAD, MELVILLE, NY, 11747, United States
Phone
(631) 670-0682
Fax
631-760-8854
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.10B
Discretionary AUM
$2.09B
Team
29 total employees; 13 advisory reps; 33 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 701 | $222.9M |
| High net worth individuals | 443 | $1.67B |
| Pension/profit sharing plans | 72 | $86.5M |
| Corporations/business entities | 16 | $123.2M |
States served
CA, DE, IL, MD, MA, NJ, NY, NC, OH, PA, SC, TN, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD