RIA Intel›Advisers›California›WEALTH ALLIANCE, LLC

WEALTH ALLIANCE, LLC

Advisory

SAN DIEGO, CA

Data as of May 5, 2026 · Source: SEC Form ADV

Rank in CA

#3,125

of 5,480 advisers by AUM

Average account

$245K

across 286 accounts

AUM per adviser

$35M

2 advisers

Source: SEC Form ADV. Figures as filed May 5, 2026.

Total AUM

$70M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$70M

Discretionary AUM$70M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients172

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

172 clients

17 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

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BACON & COMPANY

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WANG FINANCIAL, LLC

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