SEC Form ADV · CIK 1932645

WALLACE ADVISORY GROUP, LLC

Registered Investment AdviserCA
$269.5M
Assets Under Management
390
Total Clients
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Registration Details

CIK
1932645
Accession
CRD-281049
Location
LAFAYETTE, CA
Filing Date
January 27, 2026
AUM
$269.5M
Total Clients
390
Amendment
No

About this Adviser

WALLACE ADVISORY GROUP, LLC is a registered investment adviser headquartered in LAFAYETTE, CA, managing approximately $269.5M in assets across 390 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.