# THE WEALTH ALLIANCE, LLC

THE WEALTH ALLIANCE, LLC of MELVILLE, NY is an SEC-registered investment adviser.

## Registration

- CRD: 305052
- Type: SEC-registered investment adviser
- SEC file number: 801-117251
- Location: 105 BROADHOLLOW ROAD, MELVILLE, NY, 11747
- Phone: (631) 670-0682
- Latest filing: 2026-07-16
- Regulatory AUM: $2.1B
- Discretionary AUM: $2.1B
- Non-discretionary AUM: $8.2M
- Clients: 29
- Accounts: 4,620

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| William George Franey | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Robert Joseph Conzo | CHIEF EXECUTIVE OFFICER AND MANAGING DIRECTOR; ELECTED MANAGER; MEMBER | — |
| Eric Andrew Diton | ELECTED MANAGER; MEMBER; PRESIDENT AND MANAGING DIRECTOR | — |
| Nicholas Michael Trepp | ELECTED MANAGER | — |
| Karin Marie Tirrell | CHIEF COMPLIANCE OFFICER | — |
| FRANEY WILLIAM GEORGE | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, CHIEF FINANCIAL OFFICER, AND CHIEF COMPLIANCE OFFICER | — |
| CONZO ROBERT JOSEPH | CHIEF EXECUTIVE OFFICER AND MANAGING DIRECTOR; EXECUTIVE DIRECTOR; EXECUTIVE DIRECTOR AND CHIEF EXECUTIVE OFFICER (+1 more) | — |
| DITON ERIC ANDREW | OWNER; PRESIDENT AND MANAGING DIRECTOR | — |
| Matthew Phillip Thomson | DIRECTOR OF OPERATIONS | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| BOCA RATON | FL | 1 | (561) 910-8626 |
| — | — | 1 | 631 670-0682 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305052/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305052/similar
- Related entities: https://search.stillhousedata.com/firm/305052/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305052

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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.