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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 25, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CONZO, ROBERT, JOSEPH | I | EXECUTIVE DIRECTOR | NA | Control |
| CONZO, ROBERT, JOSEPH | I | EXECUTIVE DIRECTOR AND CHIEF EXECUTIVE OFFICER | NA | Control |
| CONZO, ROBERT, JOSEPH | I | EXECUTIVE DIRECTOR AND CHIEF EXECUTIVE OFFICER | NA | Control |
| CONZO, ROBERT, JOSEPH | I | EXECUTIVE DIRECTOR | NA | Control |
| CONZO, ROBERT, JOSEPH | I | EXECUTIVE DIRECTOR | NA | Control |
| CONZO, ROBERT, JOSEPH | I | EXECUTIVE DIRECTOR | NA | Control |
| CONZO, ROBERT, JOSEPH | I | EXECUTIVE DIRECTOR | NA | Control |
| CONZO, ROBERT, JOSEPH | I | EXECUTIVE DIRECTOR | NA | Control |
| CONZO, ROBERT, JOSEPH | I | EXECUTIVE DIRECTOR AND CHIEF EXECUTIVE OFFICER | NA | Control |
| CONZO, ROBERT, JOSEPH | I | EXECUTIVE DIRECTOR AND CHIEF EXECUTIVE OFFICER | NA | Control |
| CONZO, ROBERT, JOSEPH | I | EXECUTIVE DIRECTOR AND CHIEF EXECUTIVE OFFICER | NA | Control |
| CONZO, ROBERT, JOSEPH | I | EXECUTIVE DIRECTOR AND CHIEF EXECUTIVE OFFICER | NA | Control |
| CONZO, ROBERT, JOSEPH | I | EXECUTIVE DIRECTOR AND CHIEF EXECUTIVE OFFICER | NA | Control |
| CONZO, ROBERT, JOSEPH | I | EXECUTIVE DIRECTOR AND CHIEF EXECUTIVE OFFICER | NA | Control |
| CONZO, ROBERT, JOSEPH | I | EXECUTIVE DIRECTOR AND CHIEF EXECUTIVE OFFICER | NA | Control |
| CONZO, ROBERT, JOSEPH | I | EXECUTIVE DIRECTOR AND CHIEF EXECUTIVE OFFICER | NA | Control |
| CONZO, ROBERT, JOSEPH | I | EXECUTIVE DIRECTOR AND CHIEF EXECUTIVE OFFICER | NA | Control |
| CONZO, ROBERT, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND MANAGING DIRECTOR | NA | Control |
| CONZO, ROBERT, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND MANAGING DIRECTOR | NA | Control |
| CONZO, ROBERT, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND MANAGING DIRECTOR | NA | Control |
| CONZO, ROBERT, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND MANAGING DIRECTOR | NA | Control |
| CONZO, ROBERT, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND MANAGING DIRECTOR | NA | Control |
| CONZO, ROBERT, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND MANAGING DIRECTOR | NA | Control |
| CONZO, ROBERT, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND MANAGING DIRECTOR | NA | Control |
| CONZO, ROBERT, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND MANAGING DIRECTOR | NA | Control |
| CONZO, ROBERT, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND MANAGING DIRECTOR | NA | Control |
| DITON, ERIC, ANDREW | I | PRESIDENT AND MANAGING DIRECTOR | NA | Control |
| DITON, ERIC, ANDREW | I | PRESIDENT AND MANAGING DIRECTOR | NA | Control |
| DITON, ERIC, ANDREW | I | PRESIDENT AND MANAGING DIRECTOR | NA | Control |
| DITON, ERIC, ANDREW | I | PRESIDENT AND MANAGING DIRECTOR | NA | Control |
| DITON, ERIC, ANDREW | I | PRESIDENT AND MANAGING DIRECTOR | NA | Control |
| DITON, ERIC, ANDREW | I | PRESIDENT AND MANAGING DIRECTOR | NA | Control |
| DITON, ERIC, ANDREW | I | PRESIDENT AND MANAGING DIRECTOR | NA | Control |
| DITON, ERIC, ANDREW | I | PRESIDENT AND MANAGING DIRECTOR | NA | Control |
| DITON, ERIC, ANDREW | I | PRESIDENT AND MANAGING DIRECTOR | NA | Control |
| FRANEY, WILLIAM, GEORGE | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER, AND CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANEY, WILLIAM, GEORGE | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER, AND CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANEY, WILLIAM, GEORGE | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER, AND CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANEY, WILLIAM, GEORGE | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER, AND CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANEY, WILLIAM, GEORGE | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANEY, WILLIAM, GEORGE | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANEY, WILLIAM, GEORGE | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANEY, WILLIAM, GEORGE | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANEY, WILLIAM, GEORGE | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANEY, WILLIAM, GEORGE | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANEY, WILLIAM, GEORGE | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANEY, WILLIAM, GEORGE | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANEY, WILLIAM, GEORGE | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMSON, MATTHEW, PHILLIP | I | DIRECTOR OF OPERATIONS | NA | Control |
| FRANEY, WILLIAM, GEORGE | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| FRANEY, WILLIAM, GEORGE | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| FRANEY, WILLIAM, GEORGE | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| FRANEY, WILLIAM, GEORGE | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| FRANEY, WILLIAM, GEORGE | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| FRANEY, WILLIAM, GEORGE | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| FRANEY, WILLIAM, GEORGE | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| FRANEY, WILLIAM, GEORGE | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| FRANEY, WILLIAM, GEORGE | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| FRANEY, WILLIAM, GEORGE | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| FRANEY, WILLIAM, GEORGE | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| FRANEY, WILLIAM, GEORGE | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| FRANEY, WILLIAM, GEORGE | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| FRANEY, WILLIAM, GEORGE | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| FRANEY, WILLIAM, GEORGE | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| FRANEY, WILLIAM, GEORGE | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| WEALTH ALLIANCE HOLDINGS, LLC | DE | OWNER | E | Control |
| WEALTH ALLIANCE HOLDINGS, LLC | DE | OWNER | E | Control |
| WEALTH ALLIANCE HOLDINGS, LLC | DE | OWNER | E | Control |
| WEALTH ALLIANCE HOLDINGS, LLC | DE | OWNER | E | Control |
| WEALTH ALLIANCE HOLDINGS, LLC | DE | OWNER | E | Control |
| WEALTH ALLIANCE HOLDINGS, LLC | DE | OWNER | E | Control |
| WEALTH ALLIANCE HOLDINGS, LLC | DE | OWNER | E | Control |
| WEALTH ALLIANCE HOLDINGS, LLC | DE | OWNER | E | Control |
| WEALTH ALLIANCE HOLDINGS, LLC | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CONZO, ROBERT, JOSEPH | I | RJC FINANCIAL LLC | E | Control |
| CONZO, ROBERT, JOSEPH | I | RJC FINANCIAL LLC | E | Control |
| CONZO, ROBERT, JOSEPH | I | RJC FINANCIAL LLC | E | Control |
| CONZO, ROBERT, JOSEPH | I | RJC FINANCIAL LLC | E | Control |
| CONZO, ROBERT, JOSEPH | I | RJC FINANCIAL LLC | E | Control |
| CONZO, ROBERT, JOSEPH | I | RJC FINANCIAL LLC | E | Control |
| CONZO, ROBERT, JOSEPH | I | RJC FINANCIAL LLC | E | Control |
| DITON, ERIC, ANDREW | I | E-DITTY FINANCIAL LLC | E | Control |
| DITON, ERIC, ANDREW | I | E-DITTY FINANCIAL LLC | E | Control |
| DITON, ERIC, ANDREW | I | E-DITTY FINANCIAL LLC | E | Control |
| DITON, ERIC, ANDREW | I | E-DITTY FINANCIAL LLC | E | Control |
| DITON, ERIC, ANDREW | I | E-DITTY FINANCIAL LLC | E | Control |
| DITON, ERIC, ANDREW | I | E-DITTY FINANCIAL LLC | E | Control |
| DITON, ERIC, ANDREW | I | E-DITTY FINANCIAL LLC | E | Control |
| E-DITTY FINANCIAL LLC | DE | WEALTH ALLIANCE HOLDINGS, LLC | D | Control |
| E-DITTY FINANCIAL LLC | DE | WEALTH ALLIANCE HOLDINGS, LLC | D | Control |
| E-DITTY FINANCIAL LLC | DE | WEALTH ALLIANCE HOLDINGS, LLC | D | Control |
| E-DITTY FINANCIAL LLC | DE | WEALTH ALLIANCE HOLDINGS, LLC | D | Control |
| E-DITTY FINANCIAL LLC | DE | WEALTH ALLIANCE HOLDINGS, LLC | D | Control |
| E-DITTY FINANCIAL LLC | DE | WEALTH ALLIANCE HOLDINGS, LLC | D | Control |
| E-DITTY FINANCIAL LLC | DE | WEALTH ALLIANCE HOLDINGS, LLC | D | Control |
| RJC FINANCIAL LLC | DE | WEALTH ALLIANCE HOLDINGS, LLC | D | Control |
| RJC FINANCIAL LLC | DE | WEALTH ALLIANCE HOLDINGS, LLC | D | Control |
| RJC FINANCIAL LLC | DE | WEALTH ALLIANCE HOLDINGS, LLC | D | Control |
| RJC FINANCIAL LLC | DE | WEALTH ALLIANCE HOLDINGS, LLC | D | Control |
| RJC FINANCIAL LLC | DE | WEALTH ALLIANCE HOLDINGS, LLC | D | Control |
| RJC FINANCIAL LLC | DE | WEALTH ALLIANCE HOLDINGS, LLC | D | Control |
| RJC FINANCIAL LLC | DE | WEALTH ALLIANCE HOLDINGS, LLC | D | Control |
Registrations
Federal
IA
Jun 25, 2025 REGISTERED
Notice Filings (15)
CA CT DE FL IL MA MD NC NH NJ NY PA SC TX VA
Address
105 BROADHOLLOW ROADMELVILLE, NY 11747
United States
Phone: (631) 670-0682