{
  "crd_number": 306855,
  "slug": "we-alliance-strategic-management-services-llc-roseville-ca-306855",
  "primary_business_name": "WE ALLIANCE STRATEGIC MANAGEMENT SERVICES, LLC",
  "legal_name": "WE ALLIANCE STRATEGIC MANAGEMENT SERVICES, LLC",
  "dbas": [],
  "city": "Roseville",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "40900",
  "metro": {
    "cbsa_code": "40900",
    "common_name": "Sacramento",
    "msa_name": "Sacramento-Roseville-Folsom, CA",
    "path": "/advisors/ca/sacramento"
  },
  "registration_type": "exempt",
  "registration_status": "State ERA - ACTIVE",
  "registration_date": "2026-09-01",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-03-11",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306855",
  "city_as_filed": "ROSEVILLE",
  "url": "https://advisorcensus.com/firm/we-alliance-strategic-management-services-llc-roseville-ca-306855",
  "display_name": "We Alliance Strategic Management Services, LLC",
  "summary": "We Alliance Strategic Management Services, LLC is an exempt reporting adviser in Roseville, CA, filing reports since 2026. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. We Alliance Strategic Management Services, LLC (CRD 306855): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is We Alliance Strategic Management Services, LLC located?",
      "a": "We Alliance Strategic Management Services, LLC's principal office is in Roseville, CA, according to its Form ADV."
    },
    {
      "q": "How does We Alliance Strategic Management Services, LLC report to regulators?",
      "a": "We Alliance Strategic Management Services, LLC is an exempt reporting adviser, filing reports since 2026. Exempt reporting advisers file a shorter Form ADV. Status as filed: State ERA - ACTIVE. CRD 306855."
    },
    {
      "q": "Does We Alliance Strategic Management Services, LLC report any disciplinary disclosures?",
      "a": "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/306855"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/we-alliance-strategic-management-services-llc-roseville-ca-306855.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": false,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306855",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}