# Wealth Alliance, LLC

> Wealth Alliance, LLC is a state-registered investment advisory firm in San Diego, CA, registered since 2006, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 5, 2026.

- CRD: 140630
- Filed as: WEALTH ALLIANCE, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: May 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/140630
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-alliance-llc-san-diego-ca-140630

## Quick answers

**How is Wealth Alliance, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealth Alliance, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wealth Alliance, LLC located?**
Wealth Alliance, LLC's principal office is in San Diego, CA, according to its Form ADV.

**Is Wealth Alliance, LLC registered with the SEC or a state?**
Wealth Alliance, LLC is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 140630.

**How much does Wealth Alliance, LLC manage?**
Wealth Alliance, LLC reports $70,000,573 in regulatory assets under management in its Form ADV filing dated May 5, 2026 (100% discretionary).

**What types of clients does Wealth Alliance, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (155); high net worth individuals (17).

**Does Wealth Alliance, LLC 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/140630

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $70,000,573
- Discretionary: $70,000,573
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 155 | $40,202,255 |
| High net worth individuals | 17 | $29,798,318 |

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

### Firm details
- Registered since: 2006 (20 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wealthalli.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Alliance, LLC (CRD 140630): Form ADV filing data as of October 2026.