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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-2015
- Office Locations
- 1
Office Locations
About Wallace Advisory Group, LLC
Wallace Advisory Group, LLC is a Lafayette, CA registered investment advisor serving retail clients, including entrepreneurs, with integrated financial planning, estate planning, and insurance-led wealth management. Led by CFP professional Joe Wallace alongside veteran Bill Wallace (35 years in financial services), the firm pairs advice with hands-on underwriting/new business support. Portfolios emphasize ETFs and fixed income, and the firm custodies with Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOSEPH WILLIAM WALLACE
Chief Compliance Officer, Client Advisor
- CRD
- #6137314
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $269,452,314 | $690,903 |
| Non-Discretionary | $0 | -- |
| Total | $269,452,314 | $690,903 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | 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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