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WEALTH ALLIANCE ADVISORY GROUP, LLC
CRD 290329File 801-112023
APPROVED
Retail clients
Custody
Filing as of Jun 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$978.6M
Above cohort median (national)
Discretionary AUM
$957.1M
Non-discretionary $21.5M
Clients
982
982 accounts
Employees
7
Above cohort median in KS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Nov 13, 2017
- Principal office
- 10585 E 21ST N, WICHITA, KS, 67207
- Phone
- 316.221.3950
- Website
- HTTPS://WEALTHALLIANCE.NET
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $978.6M
- Discretionary AUM
- $957.1M
- Non-discretionary AUM
- $21.5M
- Discretionary accounts
- 981
- Non-discretionary accounts
- 1
- Total accounts
- 982
- AUM per client
- $997K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 16 | $35.5M |
| Charitable organizations | 5 | $32.1M |
| High net worth individuals | 223 | $545.6M |
| Pension and profit sharing plans | 45 | $156.7M |
| Individuals (other than high net worth individuals) | 693 | $208.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.