WEALTH ALLIANCE, LLC

WEALTH ALLIANCE, LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 140630). Regulatory assets under management: $70.0M.

Registration

• CRD: 140630
• Type: Registered investment adviser
• Location: 12544 HIGH BLUFF DRIVE, SAN DIEGO, CA, 92130
• Phone: 858-793-0513
• Latest filing: 2026-05-05
• Regulatory AUM: $70.0M
• Discretionary AUM: $70.0M
• Clients: 2
• Accounts: 286

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 140630 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search