Wealth Alliance Advisory is an investment advisor in Wichita with $516.94 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
823558532
SEC advisor number
801-112023
FINRA CRD number
290329
AUM ?
$646.62 mm
(as of 28 Feb 24)
Accounts
821
(as of 28 Feb 24)
Employees
7
(7 investment advisory or research)
Address
Wealth Alliance Advisory
10585 E 21ST ST N
WICHITA
KS 67206
10585 E 21ST ST N
WICHITA
KS 67206
Phone
316-221-3950
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
12 Oct 22
13F-HR
Quarterly holdings report by institutional manager
8 Jul 22
13F-HR
Quarterly holdings report by institutional manager
18 Apr 22
13F-HR
Quarterly holdings report by institutional manager
13 Jan 22
13F-HR
Quarterly holdings report by institutional manager
8 Oct 21