LP Profile

Wealth Alliance

Also known as wealth alliance

Wealth ManagerMelville, United StatesFounded 2018
Melville
Headquarters
Investment Focus

About Wealth Alliance

The Wealth Alliance is a registered investment advisory firm with the U.S. Securities and Exchange Commission.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Wealth Alliance from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$2.1B
Total Clients
4,620
Filing Date
April 30, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Wealth Alliance across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Wealth Alliance?

Wealth Alliance is a wealth manager based in Melville, United States.

Where is Wealth Alliance headquartered?

Wealth Alliance is headquartered in Melville, United States.

When was Wealth Alliance founded?

Wealth Alliance was founded in 2018.

How can I contact Wealth Alliance?

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