WE ALLIANCE WEALTH ADVISORS, INC.

RIASEC RegisteredEst. 2018

Total AUM

$233M

Discretionary

$230M

99% of AUM

Avg account

$880K

Accounts

265

Employees

Advisory reps

Firm details

Headquarters: ROSEVILLE, California
CRD number: 175405
Registered since: June 8, 2018
Website: www.weriaadvisors.com
Custodians: EQUITY ADVISORS SOLUTIONS, CHARLES SCHWAB & CO., INC., INSURANCE PRODUCTS
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals51.59%
HNWI48.41%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

WE Alliance Wealth Advisors, Inc. is an independent SEC-registered advisory firm that serves individual and family clients. The firm, organized as a corporation and owned by an individual, has been registered with the SEC since 2018. Its advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. Compensation mixes include percentage-of-AUM fees alongside hourly and fixed-fee engagements. WE Alliance does not identify as an active ESG investor, and it is not described as a multi-state or related adviser. The firm also lists business connections with a law firm and an insurance company, and it indicates roles as a sponsor, general partner, or managing member of pooled investment vehicles.