SEC Form ADV

THE WEALTH ALLIANCE, LLC

Registered Investment AdviserNY
$2.1B
Assets Under Management
4,620
Total Clients
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Registration Details

Accession
CRD-305052
Location
MELVILLE, NY
Filing Date
April 30, 2026
AUM
$2.1B
Total Clients
4,620
Amendment
No

About this Adviser

THE WEALTH ALLIANCE, LLC is a registered investment adviser headquartered in MELVILLE, NY, managing approximately $2.1B in assets across 4,620 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.