Wealth Alliance Advisory Group, LLC is a large advisory firm based in Wichita. It manages $290.34 million of regulatory assets for 1,144 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Colorado, Florida, Kansas, and 4 other states.
Wealth Alliance Advisory Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wealth Alliance Advisory Group, LLC is $290.34 million. The firm's AUM has grown by 9% since the beginning of its operation, and $149.3 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Wealth Alliance Advisory Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Wealth Alliance Advisory Group is high net worth individuals with 60 clients and $155.35 million of assets under management. Among the 10 most similar advisory firms, Wealth Alliance Advisory Group has the 2nd lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $289.97 million for 457 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Wealth Alliance Advisory Group doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Wealth Alliance Advisory Group, LLC performs its advisory services is located at 10585 E 21 St N, Wichita, KS 67207, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 316.221.3950 or by fax 316.221.3952. The normal business hours are 9:00am - 6:00pm on Monday - Friday. You can find more information about the New York firm at wealthalliance.net.