|
⚲
|
| Wealth Alliance Advisory Group LLC
✚
| |
|---|---|
| CRD # | 290329 |
| SEC # | 801-112023 |
| CIK # | 0001735734 |
| AUM | $646.6 MM (2024-05-16) |
| Employees | 8 (100% Investors, 38% Brokers) |
| Phone | 316-221-3950 |
| Address | 10585 E 21st N Wichita, KS 67207 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 10.9 | |
| NVDA | 399,550.0 | 9.3 | |
| MSFT | 1,918,222.4 | 8.6 | |
| SPEM | 7.9 | ||
| XOM | 385,508.3 | 7.6 | |
| AMZN | 1,092,997.8 | 4.5 | |
| LLY | 301,789.7 | 4.0 | |
| GOOG | 1,482,566.4 | 3.6 | |
| BAC | 278,315.2 | 3.3 | |
| CVX | 294,604.1 | 3.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 559 | 146.9 |
| (b) Individuals (high net worth individuals) | 216 | 433.6 |
| (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 | 28 | 50.3 |
| (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 | 15.8 |
| (n) Other | 0 | 0.0 |
| Total | 821 | 646.6 |
| By Discretionary | ||
| Discretionary | 819 | 627.7 |
| Non-Discretionary | 2 | 19.0 |
| Total | 821 | 646.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 646.6 | |
| Total | 821 | 646.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001735734] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
de Groote Financial Group LLC
✚
|
CA | 0.6 |
|
Havenshare Financial LLC
✚
|
TX | 0.6 |
|
Spectrum Asset Management Inc
✚
|
CA | 0.6 |
|
Investment Partners Ltd
✚
|
OH | 0.6 |
|
SKBA Capital Management LLC
✚
|
CA | 0.6 |
|
Consilium Wealth Management LLC
✚
|
CA | 0.6 |
|
Legacy Financial Strategies LLC
✚
|
KS | 0.6 |
|
Crane Advisory LLC
✚
|
CA | 0.6 |
|
Lafise Global Advisors LLC
✚
|
FL | 0.6 |
|
JT Stratford LLC
✚
|
GA | 0.6 |