SEC Form ADV

THE WEALTH ALLIANCE, LLC

Firm profile: Wealth Alliance — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNY
$2.1B
Assets Under Management
33
Total Clients
29
Employees
Get LP Contact Details

Registration Details

Accession
crd-305052
Location
MELVILLE, NY
Filing Date
July 16, 2026
AUM
$2.1B
Total Clients
33
Institutional Clients
72
Employees
29
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCorporations

About this Adviser

THE WEALTH ALLIANCE, LLC is a registered investment adviser headquartered in MELVILLE, NY, managing approximately $2.1B in assets across 33 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.