WEALTH ALLIANCE ADVISORY GROUP, LLC
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
FINTRXOverview
Wealth Alliance Advisory Group, LLC is an independent registered investment adviser formed in 2017 and organized as an LLC with individual ownership. The firm serves both high-net-worth individuals and institutional clients and positions itself as a capital allocator that selects third-party managers in addition to managing portfolios directly. Core advisory services listed include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and the selection of other advisers. Fee arrangements are flexible, including percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds48%
- Exchange Traded Equities36%
- Cash & Cash Equivalents10%
- US Government Bonds4%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1GARY DECKER
President, CEOCRD 3228205
Contacts
3 of 5MATTHEW CATLIN
Executive Vice PresidentCRD 5332741
Dominick Decker
General CounselCRD 6812877
BRUCE VAN BEBBER
Senior Vice PresidentCRD 2937167
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$443M in ETFs
55%
$243M
39%
$200M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $55.1M | 84,385 | 12.43% |
Location
WICHITA, KS
SEDGWICK
Location
WICHITA, KS
Headquartered in WICHITA, KS, anchoring the Wichita-Winfield, KS metro in the Midwest.
- Metro area
- Wichita-Winfield, KS
- Region
- Midwest
- County
- SEDGWICK
- Address
- 10585 E 21st St N
- Time zone
- CT (UTC-6)
- Office locations
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