WEALTH ALLIANCE, LLC

Overview

Wealth Alliance, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individuals and families with financial planning and portfolio management for individuals and small businesses. Its fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. Wealth Alliance reports it is not an active ESG investor and does not act as a capital allocator; it also does not present itself as a multi-state adviser. Advisory services are provided alongside an accounting industry affiliation. The firm’s business model centers on traditional wealth-management relationships rather than pooled-fund management or institutional consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives