We Alliance Wealth Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Roseville, CA. Its latest Form ADV filing, dated March 17, 2026, reports $233M in regulatory assets under management, 9 employees, and 265 accounts.
Assets Under Management
$233M
Employees
9
Offices
--
Total Clients
265
Primary office
ROSEVILLE, CA
3001 DOUGLAS BLVD, STE. 142, ROSEVILLE, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.7% of total clients.
Top client categories% of clientsClients
1
Individuals
88.7%
235
2
HNWI
11.3%
30
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$233Mas of March 17, 2026
Discretionary98.7%
$230M
99% of total RAUM98.7%
Non-discretionary1.3%
$3M
1% of total RAUM1.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$233M
Total Accounts265
10Y AUM Change+$123M (+111.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee29:1
10Y Employee Change+6 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.