LP Profile

Wealth Alliance

Also known as wealth alliance

Wealth ManagerMelville, United StatesFounded 2018
$224M
Assets Under Management
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, managing approximately $224M in assets.

Where is Wealth Alliance headquartered?

Wealth Alliance is headquartered in Melville, United States.

How much does Wealth Alliance manage?

Wealth Alliance manages approximately $224M in assets under management.

When was Wealth Alliance founded?

Wealth Alliance was founded in 2018.

How can I contact Wealth Alliance?

Verified contact details, key decision-makers, and investment preferences for Wealth Alliance are available on LPbacked. Create a free account to access them.