Matthew Williams is a control person of WE Alliance Wealth Advisors and directly owns under 5% of it.
WE Alliance Wealth Advisors is an investment adviser based in Roseville, CA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $233 million, as filed on 29 July 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 3183222
- Firm
- WE Alliance Wealth Advisors · CRD 175405
- Role
- Chief Compliance Officer
- In role since
- July 2023 · 3 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Roseville, CA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Williams work?
Matthew Williams has been Chief Compliance Officer of We Alliance Wealth Advisors, Inc. since July 2023, and is a control person of the firm.
How can I verify Matthew Williams’ record?
Matthew Williams’ role is listed on We Alliance Wealth Advisors, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 175405.