WE ALLIANCE WEALTH ADVISORS, INC.

WE ALLIANCE WEALTH ADVISORS, INC. of ROSEVILLE, CA is an SEC-registered investment adviser (CRD 175405). Regulatory assets under management: $233.1M.

Registration

• CRD: 175405
• SEC file number: 801-113406
• Type: Registered investment adviser
• Location: 3001 DOUGLAS BLVD, STE. 142, ROSEVILLE, CA, 95661
• Phone: 916-325-0130
• Latest filing: 2026-07-29
• Regulatory AUM: $233.1M
• Discretionary AUM: $230.1M
• Non-discretionary AUM: $3.0M
• Clients: 8
• Accounts: 265

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 175405 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search