# WEALTH ALLIANCE, LLC

WEALTH ALLIANCE, LLC of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 140630
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/140630/brochure
- Similar advisers: https://search.stillhousedata.com/firm/140630/similar
- Related entities: https://search.stillhousedata.com/firm/140630/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/140630

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.