Wealth Alliance Advisory Group, LLC

Overview

Wealth Alliance Advisory Group, LLC is an independent, SEC-registered registered investment adviser that began SEC reporting in 2017 and is organized as an LLC with individual ownership. The firm serves both high-net-worth individuals and institutional clients and describes itself as a capital allocator that uses outside managers. Core advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and the selection of third‑party advisers. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives