# Wallace Wealth Advisory, Inc.

> Wallace Wealth Advisory, Inc. is a state-registered investment advisory firm in Jamaica, NY, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 18, 2026.

- CRD: 342291
- Filed as: WALLACE WEALTH ADVISORY, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Jamaica, NY
- Filing period: October 2026
- Form ADV filing dated: May 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/342291
- AdvisorCensus page: https://advisorcensus.com/firm/wallace-wealth-advisory-inc-jamaica-ny-342291

## Quick answers

**How is Wallace Wealth Advisory, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Wallace Wealth Advisory, Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is Wallace Wealth Advisory, Inc. located?**
Wallace Wealth Advisory, Inc.'s principal office is in Jamaica, NY, according to its Form ADV.

**Is Wallace Wealth Advisory, Inc. registered with the SEC or a state?**
Wallace Wealth Advisory, Inc. is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 342291.

**How much does Wallace Wealth Advisory, Inc. manage?**
Wallace Wealth Advisory, Inc. reports $0 in regulatory assets under management in its Form ADV filing dated May 18, 2026.

**Does Wallace Wealth Advisory, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/342291

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wallace Wealth Advisory, Inc. (CRD 342291): Form ADV filing data as of October 2026.