The Wealth Alliance, LLC
● SEC registered since 2019CRD 305052SEC# 801-117251Melville, NY
Reg. AUM
$2.1B
Employees
29
Accounts
4,620
Location
Melville, NY
The Wealth Alliance, LLC assets under management
The Wealth Alliance, LLC is an SEC-registered investment adviser based in Melville, NY. The firm has been registered since 2019. It reports $2.1 billion in regulatory assets under management and employs 29 people.
The Wealth Alliance, LLC owners & executives
18 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Andrew Diton Control | President And Managing Director | Under 5% | 2019 |
| Karin Marie Tirrell Control | Chief Compliance Officer | Under 5% | 2026 |
| Matthew Phillip Thomson Control | Director Of Operations | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does The Wealth Alliance, LLC manage?
The Wealth Alliance, LLC reports $2.1 billion in regulatory assets under management on its Form ADV.
How many employees does The Wealth Alliance, LLC have?
The Wealth Alliance, LLC reports 29 employees.
Where is The Wealth Alliance, LLC located?
The Wealth Alliance, LLC is based in Melville, NY and has been SEC-registered since 2019.
Does The Wealth Alliance, LLC disclose fund performance?
The Wealth Alliance, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 105 Broadhollow Road, Melville, NY 11747 |
| Phone | (631) 670-0682 |
| Fax | 631-760-8854 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.1B▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$2.1Bregulatory AUM
Discretionary $2.09BNon-discretionary $8.2M