RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Nevada
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 5, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CRISP, SHEILA, GAILICHIEF COMPLIANCE OFFICERNA Control
CRISP, SHEILA, GAILICHIEF COMPLIANCE OFFICERNA Control
CRISP, SHEILA, GAILICHIEF COMPLIANCE OFFICERNA Control
CRISP, SHEILA, GAILICHIEF COMPLIANCE OFFICERNA Control
CRISP, SHEILA, GAILICHIEF COMPLIANCE OFFICERNA Control
CRISP, SHEILA, GAILICHIEF COMPLIANCE OFFICERNA Control
CRISP, SHEILA, GAILICHIEF COMPLIANCE OFFICERNA Control
CRISP, SHEILA, GAILICHIEF COMPLIANCE OFFICERNA Control
CRISP, SHEILA, GAILICHIEF COMPLIANCE OFFICERNA Control
CRISP, SHEILA, GAILICHIEF COMPLIANCE OFFICERNA Control
CRISP, SHEILA, GAILICHIEF COMPLIANCE OFFICERNA Control
CRISP, SHEILA, GAILICHIEF COMPLIANCE OFFICERNA Control
CRISP, SHEILA, GAILICHIEF COMPLIANCE OFFICERNA Control
CRISP, SHEILA, GAILICHIEF COMPLIANCE OFFICERNA Control
CRISP, SHEILA, GAILICHIEF COMPLIANCE OFFICERNA Control
CRISP, SHEILA, GAILICHIEF COMPLIANCE OFFICERNA Control
WILLIAMS, MATTHEW, DONALDICHIEF COMPLIANCE OFFICERNA Control
WILLIAMS, MATTHEW, DONALDICHIEF COMPLIANCE OFFICERNA Control
WILLIAMS, MATTHEW, DONALDICHIEF COMPLIANCE OFFICERNA Control
WILLIAMS, MATTHEW, DONALDICHIEF COMPLIANCE OFFICERNA Control
WILLIAMS, MATTHEW, DONALDICHIEF COMPLIANCE OFFICERNA Control
WILLIAMS, MATTHEW, DONALDICHIEF COMPLIANCE OFFICERNA Control
WILLIAMS, MATTHEW, DONALDICHIEF COMPLIANCE OFFICERNA Control
WILLIAMS, MATTHEW, DONALDICHIEF COMPLIANCE OFFICERNA Control
WHEELER, TERRY, DEANICEOE Control
WHEELER, TERRY, DEANICEOE Control
WHEELER, TERRY, DEANICEOE Control
WHEELER, TERRY, DEANICEOE Control
WHEELER, TERRY, DEANICEOE Control
WHEELER, TERRY, DEANICEOE Control
WHEELER, TERRY, DEANICEOE Control
WHEELER, TERRY, DEANICEOE Control
WHEELER, TERRY, DEANICEOE Control
WHEELER, TERRY, DEANICEOE Control
WHEELER, TERRY, DEANICEOE Control
WHEELER, TERRY, DEANICEOE Control
WHEELER, TERRY, DEANICEOE Control
WHEELER, TERRY, DEANICEOE Control
WHEELER, TERRY, DEANICEOE Control
WHEELER, TERRY, DEANICEOE Control
WHEELER, TERRY, DEANICEOE Control
WHEELER, TERRY, DEANICEOE Control
WHEELER, TERRY, DEANICEOE Control
WHEELER, TERRY, DEANICEOE Control
WHEELER, TERRY, DEANICEOE Control
WHEELER, TERRY, DEANICEOE Control
WHEELER, TERRY, DEANICEOE Control
WHEELER, TERRY, DEANICEOE Control

Registrations

Federal

IA
Dec 5, 2025 REGISTERED

Notice Filings (4)

AZ CA TX WA

Address

3001 DOUGLAS BLVD
STE. 142
ROSEVILLE, CA 95661
United States
Phone: 916-325-0130