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WEALTH ALLIANCE ADVISORY GROUP, LLC

WICHITA, KS · CRD 290329 · IAPD ↗ · wealthalliance.net · 316.221.3950

$978.6MRegulatory AUM
7Advisory reps
7Employees
0Clients
More than 500Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
December 2025 — WEALTH ALLIANCE ADVISORY GROUP, LLC notice-filed in CA, IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2025 — WEALTH ALLIANCE ADVISORY GROUP, LLC reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
December 2024 — WEALTH ALLIANCE ADVISORY GROUP, LLC notice-filed in ID, NE.
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.