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We Alliance Wealth Advisors, Inc.

● SEC registered since 2018CRD 175405SEC# 801-113406Roseville, CA
Export (members)
Reg. AUM
$206.6M
Employees
7
Accounts
327
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 $206.6 million in regulatory assets under management and employs 7 people.
www.weriaadvisors.comView on SEC.gov ↗

We Alliance Wealth Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Matthew Donald Williams ControlChief Compliance OfficerUnder 5%2023
Terry Dean Wheeler ControlCeoOver 75%2015

Frequently asked questions

How much does We Alliance Wealth Advisors, Inc. manage?

We Alliance Wealth Advisors, Inc. reports $206.6 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 7 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

Address3001 Douglas Blvd, Ste. 142, Roseville, CA 95661
Phone916-325-0130
Fax916-771-4475
Office hours8:00a.m.-5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$203.5M
Non-discretionary$3.1M
Total (RAUM)$206.6M