Wealth Alliance
Investment Management • 
San Diego, California, United States • 1-10 Employees
Company overview
| Headquarters | 12526 High Bluff Dr, 300, San Diego, California 92130, US |
| Phone number | +16195797717 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Tax Planning, Financial Services, Wealth Management, Financial Planning, Retirement Income Planning |
| Founded | 1999 |
| Employees | 1-10 |
| Socials |
Key Contact at Wealth Alliance
Kevin Barrett
Owner
Wealth Alliance Email Formats
Wealth Alliance uses 1 email format. The most common is {first initial} (e.g., j@wealthalli.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@wealthalli.com | 100% |
About Wealth Alliance
We run a fee based investment management company that specializes in tax efficient, client centric, customized investment management. See our website: www.wealthalli.com Our clients are typically individuals approaching or currently in retirement who have a significant net worth. We also offer our clients financial planning, wealth management, tax, payroll and insurance services. Our company is headquartered in Del Mar, California with a second location in El Cajon, California, however we serve clients all over the US and abroad. Disclosure requirements: Advisory services offered through Wealth Alliance, LLC, a CA registered investment advisor. Registered Representative offering securities through Independent Financial Group, LLC (IFG). Member FINRA/SIPC. Wealth Alliance and IFG are unaffiliated entities. OSJ: 12671 High Bluff Drive, Suite 200, San Diego, CA 92130. Licensed to sell securities in the following states: AZ, CA, CO, NH, NV, OR, TX & WA The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.
Wealth Alliance revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Wealth Alliance has never raised funding before.
Wealth Alliance Tech Stack
Discover the technologies and tools that power Wealth Alliance's digital infrastructure, from frameworks to analytics platforms.
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France
Canada
Spain
Frequently asked questions
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