The WE ALLIANCE WEALTH ADVISORS is a privately held investment adviser that advises $236.16mn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. WE ALLIANCE WEALTH ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 51.75% over the last 5-years.
The Group has been registered with the SEC for 8.15 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 3001 DOUGLAS BLVD STE. 142, ROSEVILLE, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 8 employees comprised of 3 investment and 5 non-investment staff. The total number of Employees increased by 14.29% over the last 5-years.
Their $236.16mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 0 other accounts. Assets of Individuals clients own $120.25mn or 50.92% of Total Assets and High Net Worth Individuals own $112.82mn or 47.77% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 3 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $3.08mn in assets.
The Group discloses advisory fees, fixed fees and management fees.
WE ALLIANCE WEALTH ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.