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They include 701 individual clients, 443 high-net-worth individuals, and 72 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 16 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does The Wealth Alliance offer?","answer":"The Wealth Alliance provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, and philanthropic planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does The Wealth Alliance charge?","answer":"The Wealth Alliance charges 0.25%–1.75% a year for its Investment Management Services. The fee is billed in advance and is negotiable.","source":"WA DISCLOSURE BROCHURE AND SUPPLEMENTS, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does The Wealth Alliance use?","answer":"The Wealth Alliance’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $2.1B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does The Wealth Alliance have?","answer":"The Wealth Alliance has 13 investment adviser representatives registered with state securities authorities, out of 29 employees, and 13 perform investment advisory functions. 17 employees are registered representatives of a broker-dealer and 9 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does The Wealth Alliance invest in?","answer":"At the end of its last fiscal year, The Wealth Alliance’s separately managed accounts held 44% registered funds (mutual funds, ETFs, BDCs), 35% exchange-traded equities, 10% state and local bonds, 7% cash and equivalents, 2% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns The Wealth Alliance?","answer":"The Wealth Alliance is owned through a chain of holding companies by Robert Conzo, Eric Diton, Aspire Holdings, LLC, WPCG Aspire, LLC and Victory River, LLC. Its direct owner is Wealth Alliance Holdings, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 16 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does The Wealth Alliance get paid?","answer":"The Wealth Alliance is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact The Wealth Alliance?","answer":"The Wealth Alliance’s main office is at 105 Broadhollow Road, Melville, NY 11747. Its phone number is 631-670-0682. 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