CRD: 175405
WE Alliance Wealth Advisors, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Equity Trust · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-20-2015
- Office Locations
- 1
Office Locations
About WE Alliance Wealth Advisors, Inc.
WE Alliance Wealth Advisors is a California-based RIA serving clients statewide, focused on high-net-worth individuals and families in their 50s-70s seeking retirement-ready portfolios, proactive tax planning, and estate/legacy planning. The team integrates portfolio management with long-term income and multigenerational security, with experience across public and alternative investments. A differentiator is its Wealth Vault and “One Page Plan” to centralize key planning details and documents.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TERRY DEAN WHEELER
Chief Executive Officer, Managing Partner, Wealth Advisor
- CRD
- #2163092
- Ownership
- 75% or more
MATTHEW DONALD WILLIAMS
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Justin Riley Bougher
--
- CRD
- #6694040
BRADLEY DEAN NEASE
--
- CRD
- #6193399
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $230,075,774 | $891,767 |
| Non-Discretionary | $3,000,000 | $428,571 |
| Total | $233,075,774 | $879,531 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing