WE ALLIANCE WEALTH ADVISORS, INC.
CRD #175405 SEC #801-113406 ROSEVILLE, CA 916-325-0130
SEC Registered
Total AUM
$206.6M
Discretionary
$203.5M
Employees
7
Clients
251
Accounts
327
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $206.6M | $203.5M | $3.1M | 7 | 0 |
| Jul 2025 | $206.6M | $203.5M | $3.1M | 7 | 0 |
| Apr 2025 | $206.6M | $203.5M | $3.1M | 7 | 0 |
| Mar 2025 | $206.6M | $203.5M | $3.1M | 7 | 0 |
| May 2024 | $196.8M | $195.7M | $1.1M | 7 | 0 |
| Mar 2024 | $196.8M | $195.7M | $1.1M | 7 | 0 |
| Mar 2024 | $196.5M | $195.4M | $1.2M | 7 | 0 |
| Feb 2024 | $196.5M | $195.4M | $1.2M | 7 | 0 |
| Apr 2023 | $196.5M | $195.4M | $1.2M | 7 | 0 |
| Mar 2023 | $196.5M | $195.4M | $1.2M | 7 | 0 |
| Apr 2022 | $173.6M | $156.7M | $16.9M | 7 | 0 |
| Mar 2022 | $173.6M | $156.7M | $16.9M | 7 | 0 |
| Apr 2021 | $155.6M | $155.6M | $0 | 7 | 0 |
| Aug 2020 | $155.6M | $155.6M | $0 | 7 | 0 |
| Jun 2020 | $155.6M | $155.6M | $0 | 6 | 0 |
| Apr 2020 | $155.6M | $155.6M | $0 | 6 | 0 |
| Mar 2020 | $155.6M | $155.6M | $0 | 6 | 0 |
| Feb 2019 | $143.1M | $142.8M | $362.7K | 3 | 10 |
| Feb 2019 | $130.7M | $130.7M | $0 | 3 | 200 |
| Feb 2019 | $130.7M | $130.7M | $0 | 3 | 200 |
| Jul 2018 | $130.7M | $130.7M | $0 | 3 | 200 |
| May 2018 | $110.5M | $110.5M | $0 | 3 | 200 |
DateDec 2025
Total AUM$206.6M
Discretionary$203.5M
Non-Disc.$3.1M
Employees7
Clients0
DateJul 2025
Total AUM$206.6M
Discretionary$203.5M
Non-Disc.$3.1M
Employees7
Clients0
DateApr 2025
Total AUM$206.6M
Discretionary$203.5M
Non-Disc.$3.1M
Employees7
Clients0
DateMar 2025
Total AUM$206.6M
Discretionary$203.5M
Non-Disc.$3.1M
Employees7
Clients0
DateMay 2024
Total AUM$196.8M
Discretionary$195.7M
Non-Disc.$1.1M
Employees7
Clients0
DateMar 2024
Total AUM$196.8M
Discretionary$195.7M
Non-Disc.$1.1M
Employees7
Clients0
DateMar 2024
Total AUM$196.5M
Discretionary$195.4M
Non-Disc.$1.2M
Employees7
Clients0
DateFeb 2024
Total AUM$196.5M
Discretionary$195.4M
Non-Disc.$1.2M
Employees7
Clients0
DateApr 2023
Total AUM$196.5M
Discretionary$195.4M
Non-Disc.$1.2M
Employees7
Clients0
DateMar 2023
Total AUM$196.5M
Discretionary$195.4M
Non-Disc.$1.2M
Employees7
Clients0
DateApr 2022
Total AUM$173.6M
Discretionary$156.7M
Non-Disc.$16.9M
Employees7
Clients0
DateMar 2022
Total AUM$173.6M
Discretionary$156.7M
Non-Disc.$16.9M
Employees7
Clients0
DateApr 2021
Total AUM$155.6M
Discretionary$155.6M
Non-Disc.$0
Employees7
Clients0
DateAug 2020
Total AUM$155.6M
Discretionary$155.6M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$155.6M
Discretionary$155.6M
Non-Disc.$0
Employees6
Clients0
DateApr 2020
Total AUM$155.6M
Discretionary$155.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$155.6M
Discretionary$155.6M
Non-Disc.$0
Employees6
Clients0
DateFeb 2019
Total AUM$143.1M
Discretionary$142.8M
Non-Disc.$362.7K
Employees3
Clients10
DateFeb 2019
Total AUM$130.7M
Discretionary$130.7M
Non-Disc.$0
Employees3
Clients200
DateFeb 2019
Total AUM$130.7M
Discretionary$130.7M
Non-Disc.$0
Employees3
Clients200
DateJul 2018
Total AUM$130.7M
Discretionary$130.7M
Non-Disc.$0
Employees3
Clients200
DateMay 2018
Total AUM$110.5M
Discretionary$110.5M
Non-Disc.$0
Employees3
Clients200