WALLACE ADVISORY GROUP, LLC
CRD #281049 SEC #801-106666 LAFAYETTE, CA 925-284-6880
SEC Registered
Total AUM
$250M
Discretionary
$250M
Employees
2
Clients
10
Accounts
420
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $250M | $250M | $0 | 2 | 2 |
| Jan 2024 | $225M | $225M | $0 | 2 | 2 |
| Jan 2023 | $220.5M | $220.5M | $0 | 4 | 3 |
| Feb 2022 | $235M | $235M | $0 | 4 | 2 |
| Mar 2021 | $181M | $181M | $0 | 5 | 5 |
| Jun 2020 | $166.1M | $166.1M | $0 | 5 | 3 |
| Jun 2020 | $166.1M | $166.1M | $0 | 5 | 3 |
| Feb 2020 | $166.1M | $166.1M | $0 | 5 | 3 |
| Feb 2019 | $142.8M | $142.8M | $0 | 5 | 3 |
| Apr 2018 | $127.1M | $127.1M | $0 | 6 | 2 |
| Feb 2018 | $127.1M | $127.1M | $0 | 6 | 2 |
| Apr 2017 | $109.2M | $109.2M | $0 | 5 | 110 |
| Feb 2017 | $109.2M | $109.2M | $0 | 5 | 110 |
| Nov 2016 | $112.1M | $112.1M | $0 | 6 | 26 |
| Oct 2016 | $100.3M | $100.3M | $0 | 6 | 26 |
| Feb 2016 | $100.3M | $100.3M | $0 | 6 | 26 |
| Jan 2016 | $93.4M | $93.4M | $0 | 2 | 0 |
| Oct 2015 | $0 | $0 | $0 | 2 | 0 |
| Oct 2015 | $0 | $0 | $0 | 2 | 0 |
| Sep 2015 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees2
Clients2
DateJan 2024
Total AUM$225M
Discretionary$225M
Non-Disc.$0
Employees2
Clients2
DateJan 2023
Total AUM$220.5M
Discretionary$220.5M
Non-Disc.$0
Employees4
Clients3
DateFeb 2022
Total AUM$235M
Discretionary$235M
Non-Disc.$0
Employees4
Clients2
DateMar 2021
Total AUM$181M
Discretionary$181M
Non-Disc.$0
Employees5
Clients5
DateJun 2020
Total AUM$166.1M
Discretionary$166.1M
Non-Disc.$0
Employees5
Clients3
DateJun 2020
Total AUM$166.1M
Discretionary$166.1M
Non-Disc.$0
Employees5
Clients3
DateFeb 2020
Total AUM$166.1M
Discretionary$166.1M
Non-Disc.$0
Employees5
Clients3
DateFeb 2019
Total AUM$142.8M
Discretionary$142.8M
Non-Disc.$0
Employees5
Clients3
DateApr 2018
Total AUM$127.1M
Discretionary$127.1M
Non-Disc.$0
Employees6
Clients2
DateFeb 2018
Total AUM$127.1M
Discretionary$127.1M
Non-Disc.$0
Employees6
Clients2
DateApr 2017
Total AUM$109.2M
Discretionary$109.2M
Non-Disc.$0
Employees5
Clients110
DateFeb 2017
Total AUM$109.2M
Discretionary$109.2M
Non-Disc.$0
Employees5
Clients110
DateNov 2016
Total AUM$112.1M
Discretionary$112.1M
Non-Disc.$0
Employees6
Clients26
DateOct 2016
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees6
Clients26
DateFeb 2016
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees6
Clients26
DateJan 2016
Total AUM$93.4M
Discretionary$93.4M
Non-Disc.$0
Employees2
Clients0
DateOct 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0