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| The Wealth Alliance LLC
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|---|---|
| CRD # | 305052 |
| SEC # | 801-117251 |
| CIK # | 0001793904 |
| AUM | 2.1 B (2026-04-30) |
| Employees | 29 (45% Investors, 59% Brokers) |
| Phone | 631-670-0682 |
| Address | 105 Broadhollow Road Melville, NY 11747 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 85.9 | ||
| Microsoft Corp | 14.5 | ||
| Nvidia Corp | 12.8 | ||
| Amazon Com Inc | 12.3 | ||
| iShares Comex Gold Trust | 8.9 | ||
| Alphabet Inc | 8.8 | ||
| Broadcom Inc | 8.0 | ||
| Facebook Inc | 7.8 | ||
| Lilly Eli & Co | 7.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 701 | 0.2 |
| (b) Individuals (high net worth individuals) | 443 | 1.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 72 | 0.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 4,620 | 2.1 |
| By Discretionary | ||
| Discretionary | 4,611 | 2.1 |
| Non-Discretionary | 9 | 0.0 |
| Total | 4,620 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 4,620 | 2.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001793904] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 33 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Orleans Capital Management Corp
✚
|
LA | 2.1 B |
|
Suncoast Equity Management LLC
✚
|
FL | 2.1 B |
|
American Capital Management Inc
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NY | 2.1 B |
|
Transamerica Financial Advisors LLC
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PA | 2.1 B |
|
Ameraudi Asset Management Inc
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|
NY | 2.1 B |
|
Quadrant Private Wealth Management LLC
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|
PA | 2.1 B |
|
Ascentis Independent Advisors LLC
✚
|
TX | 2.1 B |
|
United Asset Strategies Inc
✚
|
NY | 2.1 B |
|
Maren Capital LLC
✚
|
IL | 2.1 B |
|
Indivisible Partners LLC
✚
|
FL | 2.1 B |