We Alliance Wealth Advisors, Inc.
● SEC registered since 2018CRD 175405SEC# 801-113406Roseville, CA
Reg. AUM
$233.1M
Employees
9
Accounts
265
Location
Roseville, CA
We Alliance Wealth Advisors, Inc. assets under management
We Alliance Wealth Advisors, Inc. is an investment advisory firm registered with the SEC based in Roseville, CA. The firm has been registered since 2018. It reports $233.1 million in regulatory assets under management and employs 9 people.
We Alliance Wealth Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Donald Williams Control | Chief Compliance Officer | Under 5% | 2023 |
| Terry Dean Wheeler Control | Ceo | Over 75% | 2015 |
Frequently asked questions
How much does We Alliance Wealth Advisors, Inc. manage?
We Alliance Wealth Advisors, Inc. reports $233.1 million in regulatory assets under management on its Form ADV.
How many employees does We Alliance Wealth Advisors, Inc. have?
We Alliance Wealth Advisors, Inc. reports 9 employees.
Where is We Alliance Wealth Advisors, Inc. located?
We Alliance Wealth Advisors, Inc. is based in Roseville, CA and has been SEC-registered since 2018.
Does We Alliance Wealth Advisors, Inc. disclose fund performance?
We Alliance Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3001 Douglas Blvd, Ste. 142, Roseville, CA 95661 |
| Phone | 916-325-0130 |
| Fax | 916-771-4475 |
| Office hours | 8:00a.m.-5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$233.1M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$233.1Mregulatory AUM
Discretionary $230.1MNon-discretionary $3M