Wealth Alliance, LLC

Wealth Alliance, LLC (CRD# 140630) is a financial advisory firm headquartered in San Diego, CA. They manage $64,168,393 in 265 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

12526 High Bluff Drive, Suite 300, San Diego, CA 92130

http://www.wealthalli.com

By the Numbers

Total Assets Under Management

64

MILLION
Total Number of Accounts

265

ACCOUNTS
Average Account Value

$242,145

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Other

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Wealth Alliance, LLC

Showing 1 - 2 of 2 top financial advisors.

Jason L. Barney

CRD#: 3167740

1870 Cordell Ct. #106, Ste. 106, El Cajon, CA 92020

Jason Barney (CRD# 3167740) is an Investment Advisor Representative working at Wealth Alliance, LLC in El Cajon, CA and has over 25 years of experience in the finance industry.

Kevin M. Barrett

CRD#: 3216935

12526 High Bluff Dr. #300, San Diego, CA 92130

Kevin Barrett (CRD# 3216935) is an Investment Advisor Representative working at Wealth Alliance, LLC in San Diego, CA and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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