WALLACE WEALTH ADVISORY, INC.

WALLACE WEALTH ADVISORY, INC. of JAMAICA, NY is an SEC-registered investment adviser (CRD 342291).

Registration

• CRD: 342291
• Type: Registered investment adviser
• Location: 147-25 94TH AVE APT 2222, JAMAICA, NY, 11435
• Phone: 718-924-3409
• Latest filing: 2026-05-18
• Clients: 1

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 342291 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search