| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Andrew Diton Control | President And Managing Director | Under 5% | 2019 |
| Matthew Phillip Thomson Control | Director Of Operations | Under 5% | 2025 |
| Robert Joseph Conzo Control | Chief Executive Officer And Managing Director | Under 5% | 2019 |
The Wealth Alliance, LLC reports $1.9 billion in regulatory assets under management on its Form ADV.
The Wealth Alliance, LLC reports 28 employees.
The Wealth Alliance, LLC is based in Melville, NY and has been SEC-registered since 2019.
The Wealth Alliance, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $1.91B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.91B |