Wealth Alliance Advisory Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wichita, KS. Its latest Form ADV filing, dated February 20, 2026, reports $979M in regulatory assets under management, 6 employees, and 982 accounts.
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 70.6% of total clients.
Top client categories% of clientsClients
1
Individuals
70.6%
693
2
HNWI
22.7%
223
3
Pension Plans
4.6%
45
4
Corporations
1.6%
16
5
Charitable
0.5%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$979Mas of February 20, 2026
Discretionary97.8%
$957M
98% of total RAUM97.8%
Non-discretionary2.2%
$21M
2% of total RAUM2.2%
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$979M
Total Accounts982
10Y AUM Change+$979M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee164:1
10Y Employee Change0 (0.0%)
* 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.