WALLACE ADVISORY GROUP, LLC

CRD #281049 SEC #801-106666 LAFAYETTE, CA 925-284-6880

SEC Registered

Total AUM

$250M

Discretionary

$250M

Employees

Clients

Accounts

420

Firm Details

Organization Type: Limited Liability Company
State of Formation: California
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 10, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
Wallace, Craig, Stephen	I	CHIEF COMPLIANCE OFFICER	NA
Wallace, Craig, Stephen	I	CHIEF COMPLIANCE OFFICER	NA
Wallace, Craig, Stephen	I	CHIEF COMPLIANCE OFFICER	NA
Wallace, Craig, Stephen	I	CHIEF COMPLIANCE OFFICER	NA
Wallace, Craig, Stephen	I	CHIEF COMPLIANCE OFFICER	NA
WALLACE, JOSEPH, WILLIAM	I	MANAGING MEMBER	E	Control
WALLACE, JOSEPH, WILLIAM	I	MANAGING MEMBER	E	Control
WALLACE, JOSEPH, WILLIAM	I	MANAGING MEMBER	E	Control
WALLACE, JOSEPH, WILLIAM	I	MANAGING MEMBER	E	Control
WALLACE, JOSEPH, WILLIAM	I	MANAGING MEMBER	E	Control
WALLACE, JOSEPH, WILLIAM	I	CHIEF COMPLIANCE OFFICER	E	Control
WALLACE, JOSEPH, WILLIAM	I	CHIEF COMPLIANCE OFFICER	E	Control
WALLACE, JOSEPH, WILLIAM	I	CHIEF COMPLIANCE OFFICER	E	Control
WALLACE, JOSEPH, WILLIAM	I	CHIEF COMPLIANCE OFFICER	E	Control
WALLACE, CRAIG	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
WALLACE, CRAIG	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
WALLACE, CRAIG	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
WALLACE, CRAIG	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
WALLACE, CRAIG	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
WALLACE, CRAIG	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
WALLACE, CRAIG	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
WALLACE, CRAIG	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
WALLACE, CRAIG	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
WALLACE, CRAIG	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
WALLACE, CRAIG	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
WALLACE, CRAIG	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
WALLACE, CRAIG	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
WALLACE, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
WALLACE, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
WALLACE, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
WALLACE, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
WALLACE, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
WALLACE, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
WALLACE, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
WALLACE, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
WALLACE, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
WALLACE, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
WALLACE, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
WALLACE, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
WALLACE, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control

Registrations

Federal

Mar 10, 2025 REGISTERED

Notice Filings (5)

CA HI NV TX WA

Address

3658 MOUNT DIABLO BOULEVARD
SUITE 225
LAFAYETTE, CA 94549
United States

Phone: 925-284-6880