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- Custodian
- Fidelity/NFS ยท UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-26-2019
- Office Locations
- 2
Office Locations
About THE Wealth Alliance, LLC
The Wealth Alliance is an SEC-registered RIA and fiduciary serving individuals and businesses, with advisors who are CFPs and CPAs. The firm also supports other advisors and CPA/attorney partners in building financial-planning capabilities. Custody/servicing is via Fidelity, and its portfolios show a strong ETF and public-fund orientation alongside fixed income.
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Owner & Executives
ROBERT JOSEPH CONZO
Chief Executive Officer, MANAGING DIRECTOR
- CRD
- #4136827
- Ownership
- Less than 5%
ERIC ANDREW DITON
MANAGING DIRECTOR, President
- CRD
- #1437621
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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PAUL CLIFFORD CAMHI
Vice President
- CRD
- #4611529
SETH LAWRENCE COHAN
Vice President & Executive Director
- CRD
- #1539843
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,094,466,072 | $454,233 |
| Non-Discretionary | $8,219,018 | $913,224 |
| Total | $2,102,685,090 | $455,127 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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