# WE ALLIANCE WEALTH ADVISORS, INC.

WE ALLIANCE WEALTH ADVISORS, INC. of ROSEVILLE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 175405
- Type: SEC-registered investment adviser
- SEC file number: 801-113406
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Terry Dean Wheeler | CEO | — |
| Matthew Donald Williams | CHIEF COMPLIANCE OFFICER | — |
| WILLIAMS ROBERT DONALD | CHIEF COMPLIANCE OFFICER | — |
| WHEELER RONALD DEAN | CEO | — |
| CRISP SHEILA GAIL | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/175405/brochure
- Similar advisers: https://search.stillhousedata.com/firm/175405/similar
- Related entities: https://search.stillhousedata.com/firm/175405/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/175405

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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.