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- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-28-2006
- Office Locations
- 2
Office Locations
About Wealth Alliance, LLC
Wealth Alliance (near Del Mar/San Diego, CA) provides fee- and commission-based wealth management, including financial planning, investment management, and retirement income planning. The team builds and maintains balanced portfolios aligned to each client’s goals, life stage, and risk profile, and helps across broader financial affairs. Operates as an independent RIA and through Independent Financial Group’s broker-dealer, with proprietary planning software and TD Ameritrade custody.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KEVIN MICHAEL BARRETT
Chief Compliance Officer, President
- CRD
- #3216935
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JASON LEE BARNEY
--
- CRD
- #3167740
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,000,573 | -- |
| Non-Discretionary | $0 | -- |
| Total | $70,000,573 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| 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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