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Wealth Alliance, LLC

Headquartered in SAN DIEGO, CA

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Firm Information

Wealth Alliance, LLC is a registered investment adviser with approximately $64,168,393 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and consulting services to high-net-worth individuals and other individuals.

Wealth Alliance, LLC

$64.17M

Assets Under Management

Not reported

Total Clients

2

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

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 (2)

WEALTH ALLIANCE, LLC has a total of 2 branch locations across the country.
location

SAN DIEGO, CA

location

El Cajon, CA

Advisors at Wealth Alliance, LLC

View All 2 Advisors
Unclaimed
Jason Lee Barney

CFC®, RA

El Cajon, CA

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Unclaimed
Kevin Michael Barrett

CFP®, RA

SAN DIEGO, CA

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Disclosures

There are no public disclosures for Wealth Alliance, LLC.

Frequently Asked Questions (8)

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