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WE ALLIANCE WEALTH ADVISORS, INC.

ROSEVILLE, CA · CRD 175405 · IAPD ↗ · weriaadvisors.com · 916-325-0130

$233.1MRegulatory AUM
3Advisory reps
8Employees
0Clients
251-500Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
March 2026 — WE ALLIANCE WEALTH ADVISORS, INC. shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
42
March 2024 — WE ALLIANCE WEALTH ADVISORS, INC. notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.