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THE Wealth Alliance, LLC

Headquartered in MELVILLE, NY

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Firm Information

THE Wealth Alliance, LLC is a Melville, NY-based Registered Investment Advisor (RIA) with over $1.7 billion in regulatory assets under management. The firm provides comprehensive financial planning, portfolio management, and other advisory services to high-net-worth individuals, corporations, and pension plans. With a team of 13 registered representatives and 8 investment adviser representatives, THE Wealth Alliance focuses on building long-term client relationships based on trust and transparency. They offer a wrap fee program and have a proven track record of delivering exceptional results to their clients.

THE Wealth Alliance, LLC

105 BROADHOLLOW ROAD

MELVILLE, NY 11747

$1.70B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

THE WEALTH ALLIANCE, LLC has a total of 3 branch locations across the country.
location

Mellville, NY

location

MELVILLE, NY

location

Boca Raton, FL

Advisors at THE Wealth Alliance, LLC

View All 9 Advisors
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Peter Edward Silber

CFP®, RA

Mellville, NY

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Robert Joseph Conzo

CFP®, RA

Melville, NY

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Paul Clifford Camhi

CFP®, RA

MELVILLE, NY

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Seth Lawrence Cohan

RA

MELVILLE, NY

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Unclaimed
John Christopher Greiner

RA

MELVILLE, NY

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Unclaimed
Adam Spencer Diton

CFP®, RA

MELVILLE, NY

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Unclaimed
Shawn Edward Klotsche

CFP®, RA

MELVILLE, NY

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Unclaimed
Eric Andrew Diton

RA

Boca Raton, FL

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Disclosures

There are no public disclosures for THE Wealth Alliance, LLC.

Frequently Asked Questions (5)

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