Wealth Alliance Advisory Group, LLC
Wealth Alliance Advisory Group, LLC is an SEC registered investment advisory firm headquartered in Wichita, Kansas. Founded in 2017, the firm operates as a fiduciary and provides financial planning and investment management services primarily to individuals—including both high-net-worth and other individuals—as well as pension and profit-sharing plans, businesses, and select charitable organizations. The group includes seasoned Certified Financial Planners and Certified Public Accountants, focusing on personalized advice and operating with a team-based approach. The firm reported 7 employees and manages over $800 million in assets.
Investment Strategy
Wealth Alliance Advisory Group, LLC provides personalized investment management services, acting in a fiduciary capacity for each client. The firm emphasizes diversification and portfolio construction using fundamental analysis and typically invests in a mix of equities, ETFs, mutual funds, and bonds. The client-centric approach tailors investment strategies to individual goals, risk tolerances, and changing circumstances, underpinned by financial planning expertise. Wealth Alliance prioritizes putting the client's needs first and adopts sound, disciplined advice designed to protect and grow client assets over time.
Top Holdings
Equity Positions (189)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 9.50% | $52.7M | 78,719 | $341.61 | $669.30 | +$3.5M |
V VTV | VANGUARD INDEX FDS | 6.67% | $37.0M | 198,311 | $134.06 | $186.49 | +$2.3M |
F FBND | FIDELITY MERRIMACK STR TR | 5.82% | $32.3M | 697,882 | $44.24 | $46.24 | +$795.7K |
F FENI | FIDELITY COVINGTON TRUST | 5.25% | $29.1M | 824,344 | $29.89 | $35.28 | +$1.9M |
V VUG | VANGUARD INDEX FDS | 5.17% | $28.6M | 59,716 | $235.24 | $479.61 | +$2.3M |