WE Alliance Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, education planning, and insurance. Financial planning was provided to 251–500 clients last fiscal year.
WE Alliance Wealth Advisors reports 265 clients. They include 235 individual clients and 30 high-net-worth individuals. Of its assets, 98.7% ($230M across 258 accounts) are managed with discretion; $3M across 7 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 89% | 52% |
| High-net-worth individuals | 11% | 48% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 235 | $120M | 51.6% | $512K |
| High-net-worth individuals | 30 | $113M | 48.4% | $3.76M |
| Total | 265 | $233M | 100% | $880K |
- Clients
- 235
- Regulatory AUM
- $120M
- AUM share
- 51.6%
- Avg. per client
- $512K
- Clients
- 30
- Regulatory AUM
- $113M
- AUM share
- 48.4%
- Avg. per client
- $3.76M
Total
- Clients
- 265
- Regulatory AUM
- $233M
- AUM share
- 100%
- Avg. per client
- $880K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
WE Alliance Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Fixed-fee plans are negotiated between $495 and $10,000, paid in full in advance but never more than six months ahead; hourly planning is negotiated between $50 and $300, paid in arrears.
Terry Wheeler owns 75% or more of WE Alliance Wealth Advisors. The leadership team of WE Alliance Wealth Advisors includes Chief Compliance Officer Matthew Williams. It has 8 employees, 3 of them in advisory roles.
Staff
- 8 employees
- 3 in advisory functions
- 3 state-registered reps
- 6 insurance agents
- Owns 75% or more of We Alliance Wealth Advisors, Inc.
Terry Wheeler
Control person · since January 2015
WE Alliance Wealth Advisors’ regulatory assets grew from $156M (April 2021) to $233M (July 2026); clients rose from 212 to 265 and employees from 7 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $233M | 265 | 8 | 1 |
| Jul 2025July 2025 | $207M | 327 | 7 | 1 |
| May 2024May 2024 | $197M | 318 | 7 | 1 |
| Apr 2023April 2023 | $197M | 260 | 7 | 1 |
| Apr 2022April 2022 | $174M | 203 | 7 | 1 |
| Apr 2021April 2021 | $156M | 212 | 7 | 1 |
Besides its headquarters, WE Alliance Wealth Advisors has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 3001 Douglas BLVD, Ste. 142, RosevilleHQ
Other business names
WE Alliance Wealth Advisors has reported 1 other business name to the SEC.
- Strategic Wealth Advisory Group
Contact and registration details
- Legal name
- We Alliance Wealth Advisors, Inc.
- Headquarters
- 3001 Douglas BLVD, Ste. 142, Roseville, CA 95661
- Website
- weriaadvisors.com
- Phone
- 916-325-0130
- SEC file
- 801-113406
- Founded
- 2015
- Structure
- Nevada corporation
- Fiscal year end
- December
WE Alliance Wealth Advisors’ named custodians for separately managed accounts are Equity Trust ($71.3M, 46%), Charles Schwab ($54.2M, 35%) and North American ($29.2M, 19%). WE Alliance Wealth Advisors does not have custody of client assets.
- Equity TrustEquity Trust Company · Westlake, OH · $71.3M46%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $54.2M35%
- North AmericanNorth American · West Des Moines, IA · $29.2M19%
At year end, WE Alliance Wealth Advisors’ separately managed accounts were mostly in funds (67%).
What the accounts hold
- Stocks1%
- Funds67%
- Pooled vehicles43%
- Registered funds24%
- Bonds9%
- Cash3%
- Other24%
- Insurance products24%
How many clients does WE Alliance Wealth Advisors have?
WE Alliance Wealth Advisors has 265 clients and manages $233 million for them, as of July 2026. They include 235 individual clients and 30 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 July 2026
What services does WE Alliance Wealth Advisors offer?
WE Alliance Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, education planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does WE Alliance Wealth Advisors use?
WE Alliance Wealth Advisors’ separately managed account assets are held at Equity Trust Company (Westlake, OH), with $71.3M, Charles Schwab & Co., Inc. (Westlake, TX), with $54.2M and North American (West Des Moines, IA), with $29.2M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 July 2026
How many financial advisors does WE Alliance Wealth Advisors have?
WE Alliance Wealth Advisors has 3 investment adviser representatives registered with state securities authorities, out of 8 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 6 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
What does WE Alliance Wealth Advisors invest in?
At the end of its last fiscal year, WE Alliance Wealth Advisors’ separately managed accounts held 43% pooled vehicles (private funds and similar), 24% registered funds (mutual funds, ETFs, BDCs), 24% other, 9% investment grade corporate bonds, 3% cash and equivalents and 1% exchange-traded equities. The 24% other category is described as: Insurance Products.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns WE Alliance Wealth Advisors?
WE Alliance Wealth Advisors’ direct owner is Terry Wheeler (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 July 2026
How does WE Alliance Wealth Advisors get paid?
WE Alliance Wealth Advisors 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
How do I contact WE Alliance Wealth Advisors?
WE Alliance Wealth Advisors’ main office is at 3001 Douglas BLVD, Ste. 142, Roseville, CA 95661. Its phone number is 916-325-0130. Its website is weriaadvisors.com.