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| Wealth Alliance Advisory Group LLC
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|---|---|
| CRD # | 290329 |
| SEC # | 801-112023 |
| CIK # | 0001735734 |
| AUM | 978.6 M (2026-06-03) |
| Employees | 7 (100% Investors, 43% Brokers) |
| Fees | |
| Minimum | |
| Phone | 316-221-3950 |
| Address | 10585 E 21st N Wichita, KS 67207 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 11.8 | |
| Nvidia Corp | 10.5 | |
| Microsoft Corp | 7.9 | |
| Global MOFY Metaverse Ltd | 6.8 | |
| Wal Mart Stores Inc | 6.6 | |
| Amazon Com Inc | 6.1 | |
| Alphabet Inc | 5.5 | |
| Lilly Eli & Co | 5.5 | |
| Williams Companies Inc | 5.1 | |
| Broadcom Inc | 5.1 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 693 | 208.7 |
| (b) Individuals (high net worth individuals) | 223 | 545.6 |
| (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 | 45 | 156.7 |
| (h) Charitable organizations | 5 | 32.1 |
| (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 | 35.5 |
| (n) Other | 0 | 0.0 |
| Total | 982 | 978.6 |
| By Discretionary | ||
| Discretionary | 981 | 957.1 |
| Non-Discretionary | 1 | 21.5 |
| Total | 982 | 978.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 978.6 | |
| Total | 982 | 978.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001735734] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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MA | 985.6 M |
|
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MO | 984.3 M |
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Oliver Luxxe Assets LLC
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NJ | 981.9 M |
|
Summit Wealth & Retirement Planning Inc
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ID | 978.1 M |
|
MBE Wealth Management LLC
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|
WI | 977.1 M |
|
MAIA Wealth LLC
✚
|
CO | 973.0 M |
|
Franklin Managed Options Strategies LLC
✚
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CT | 972.5 M |
|
Lebenthal Global Advisors LLC
✚
|
NY | 971.8 M |