The Wealth Alliance, LLC

Overview

The Wealth Alliance, LLC is an independent registered investment adviser structured as an LLC and SEC-registered since 2019. The firm serves both individual/family and institutional clients and identifies itself as a capital allocator that selects third‑party managers when appropriate. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. The firm also operates as a registered representative of a broker‑dealer and as an insurance broker, and it reports being an active ESG investor. Fee arrangements are mixed: percentage of AUM, hourly charges and fixed fees are all used. Ownership is a mix of a domestic entity and individual owner(s). The firm has been recognized in Forbes lists, appearing on America's Top RIA Firms in 2023 and again among Top RIA Firms in 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices