Wealth Alliance Advisory Group

Financial Services • Wichita, Kansas, United States • 1-10 Employees

Company overview

Headquarters	10585 E 21st St N, Wichita, KS 67206, US
Phone number	+18775671555
Websites	wealthalliance.net wealthalliance.com
NAICS	52
Keywords	Trust Administration, Wealth Management, Annuities, Life Insurance, Financial Planning, Estate Planning, Retirement Plan Consulting
Founded	2017
Employees	1-10
Socials

Key Contacts at Wealth Alliance Advisory Group

Gary Decker

President And Chief Executive Officer

Matthew Catlin

Executive Vice President - Co-Founder

Cynthia Kolbeck

Director Of Operations

Wealth Alliance Advisory Group Email Formats

Wealth Alliance Advisory Group uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@wealthalliance.net), used 66.7% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@wealthalliance.net	66.7%
{first initial}.{second initial}{last name}	j.odoe@wealthalliance.net	33.3%

About Wealth Alliance Advisory Group

The Wealth Alliance Advisory Group, LLC is an SEC registered investment adviser. The core principle of Wealth Alliance is that you may achieve greater financial success when a single comprehensive advisory firm coordinates all aspects of your wealth management. We believe Asset Management can be more productive when your advisor understands your entire financial picture. For instance, taxes can be minimized through greater collaboration with your tax professional, and generational wealth transfer can be enhanced with superior estate planning. We also believe efficiencies, such as lower fees and expenses, can also be achieved with economies of scale from our process. And, underlying all of this is our emphasis on delivering an outstanding client experience. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Wealth Alliance Advisory Group, LLC ("Wealth Alliance") is an SEC registered investment adviser located in Wichita, Kansas. A copy of Wealth Alliance’s current written disclosure statement discussing Wealth Alliance’s business operations, services, and fees is available from Wealth Alliance upon written request. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Wealth Alliance Advisory Group revenue & valuation

Annual revenue	$598,885
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,000,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

C-Suite

Director

Employees by Department

Wealth Alliance Advisory Group has 5 employees across 4 departments.

Departments

Number of employees

Funding Data

Wealth Alliance Advisory Group has never raised funding before.

Frequently asked questions

Wealth Alliance Advisory Group is located in Wichita, Kansas, US.

You can reach Wealth Alliance Advisory Group at +18775671555.

Wealth Alliance Advisory Group was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

Wealth Alliance Advisory Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.