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| Happy Holidays!! thanks for using AUM13F!! |
| Wealth Alliance Advisory Group LLC
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| CRD # | 290329 |
| SEC # | 801-112023 |
| CIK # | 0001735734 |
| AUM | $803.8 M (2025-06-25) |
| Employees | 7 (100% Investors, 43% Brokers) |
| Phone | 316-221-3950 |
| Address | 10585 E 21st N Wichita, KS 67207 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001735734 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 11.6 | ||
| Apple Inc | 10.3 | ||
| Microsoft Corp | 9.7 | ||
| Exxon Mobil Corp | 6.6 | ||
| Global MOFY Metaverse Ltd | 6.2 | ||
| Amazon Com Inc | 6.0 | ||
| Broadcom Inc | 5.5 | ||
| Wal Mart Stores Inc | 4.9 | ||
| Oracle Corp | 4.6 | ||
| Williams Companies Inc | 4.3 | ||
| Facebook Inc | 4.1 | ||
| Alphabet Inc | 4.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 629 | 175.7 |
| (b) Individuals (high net worth individuals) | 222 | 493.7 |
| (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 | 37 | 103.4 |
| (h) Charitable organizations | 3 | 5.2 |
| (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 | 25.7 |
| (n) Other | 0 | 0.0 |
| Total | 907 | 803.8 |
| By Discretionary | ||
| Discretionary | 906 | 783.7 |
| Non-Discretionary | 1 | 20.0 |
| Total | 907 | 803.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 803.8 | |
| Total | 907 | 803.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001735734] |
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