# WALLACE ADVISORY GROUP, LLC

WALLACE ADVISORY GROUP, LLC of LAFAYETTE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 281049
- Type: SEC-registered investment adviser
- SEC file number: 801-106666
- Location: 3658 MOUNT DIABLO BOULEVARD, SUITE 225, LAFAYETTE, CA, 94549
- Phone: 925-284-6880
- Latest filing: 2026-01-27
- Regulatory AUM: $269.5M
- Discretionary AUM: $269.5M
- Clients: 4
- Accounts: 390

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Joseph William Wallace | CHIEF COMPLIANCE OFFICER | — |
| WALLACE JOSEPH WILLIAM | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| WALLACE CRAIG | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Wallace Craig Stephen | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/281049/brochure
- Similar advisers: https://search.stillhousedata.com/firm/281049/similar
- Related entities: https://search.stillhousedata.com/firm/281049/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/281049

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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.