THE WEALTH ALLIANCE, LLC
CRD #305052 SEC #801-117251 MELVILLE, NY (631) 670-0682
SEC Registered
Total AUM
$1.9B
Discretionary
$1.9B
Employees
28
Clients
101
Accounts
4,315
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $1.9B | $1.9B | $0 | 28 | 0 |
| Mar 2025 | $1.9B | $1.9B | $0 | 23 | 0 |
| Mar 2024 | $1.7B | $1.7B | $0 | 21 | 0 |
| Aug 2023 | $1.5B | $1.5B | $0 | 21 | 0 |
| May 2023 | $1.5B | $1.5B | $0 | 21 | 0 |
| Apr 2023 | $1.5B | $1.5B | $0 | 21 | 0 |
| Mar 2023 | $1.5B | $1.5B | $0 | 21 | 0 |
| Feb 2023 | $1.3B | $1.3B | $0 | 17 | 0 |
| Jun 2022 | $1.3B | $1.3B | $0 | 17 | 0 |
| Apr 2022 | $1.3B | $1.3B | $0 | 17 | 0 |
| Mar 2022 | $1.3B | $1.3B | $0 | 17 | 0 |
| Mar 2022 | $1.3B | $1.3B | $0 | 17 | 0 |
| Dec 2021 | $997.1M | $997.1M | $0 | 14 | 0 |
| Mar 2021 | $997.1M | $997.1M | $0 | 14 | 0 |
| Sep 2020 | $778.6M | $778.6M | $0 | 11 | 0 |
| Jun 2020 | $778.6M | $778.6M | $0 | 11 | 0 |
| Apr 2020 | $778.6M | $778.6M | $0 | 11 | 0 |
| Mar 2020 | $778.6M | $778.6M | $0 | 11 | 0 |
| Dec 2019 | $747M | $747M | $0 | 11 | 0 |
| Dec 2019 | $0 | $0 | $0 | 10 | 0 |
| Sep 2019 | $0 | $0 | $0 | 10 | 0 |
| Sep 2019 | $0 | $0 | $0 | 10 | 0 |
| Aug 2019 | $0 | $0 | $0 | 11 | 0 |
| Jul 2019 | $0 | $0 | $0 | 1 | 0 |
DateJun 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees28
Clients0
DateMar 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees23
Clients0
DateMar 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees21
Clients0
DateAug 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees21
Clients0
DateMay 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees21
Clients0
DateApr 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees21
Clients0
DateMar 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees21
Clients0
DateFeb 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees17
Clients0
DateJun 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees17
Clients0
DateApr 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees17
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees17
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees17
Clients0
DateDec 2021
Total AUM$997.1M
Discretionary$997.1M
Non-Disc.$0
Employees14
Clients0
DateMar 2021
Total AUM$997.1M
Discretionary$997.1M
Non-Disc.$0
Employees14
Clients0
DateSep 2020
Total AUM$778.6M
Discretionary$778.6M
Non-Disc.$0
Employees11
Clients0
DateJun 2020
Total AUM$778.6M
Discretionary$778.6M
Non-Disc.$0
Employees11
Clients0
DateApr 2020
Total AUM$778.6M
Discretionary$778.6M
Non-Disc.$0
Employees11
Clients0
DateMar 2020
Total AUM$778.6M
Discretionary$778.6M
Non-Disc.$0
Employees11
Clients0
DateDec 2019
Total AUM$747M
Discretionary$747M
Non-Disc.$0
Employees11
Clients0
DateDec 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0