Wealth Alliance Advisory Group, LLC

RIASEC Registered

Total AUM

$979M

Discretionary

$957M

98% of AUM

Avg account

$997K

Accounts

982

Employees

Advisory reps

Firm details

Headquarters: Wichita, Kansas
CRD number: 290329
Registered since: November 13, 2017
Website: www.wealthalliance.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI55.75%
Individuals21.33%
Pension & Profit Sharing Plans16.02%
Corporations / Businesses3.63%
Charitable Organizations3.28%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Wealth Alliance Advisory Group, LLC is an independent, individual-owned registered investment adviser that has been SEC-registered since 2017. The firm serves both high-net-worth individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and businesses, and manager selection services. It describes itself as a capital allocator and works with outside managers to implement portions of client portfolios. Fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor. Industry affiliation information notes a relationship with accounting professionals, which suggests coordination with tax and accounting resources for client work.