Wealth Alliance Advisory Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 804 clients last fiscal year.
Wealth Alliance Advisory Group reports 982 clients. They include 693 individual clients, 223 high-net-worth individuals, and 45 pension and profit-sharing plans. Of its assets, 97.8% ($957M across 981 accounts) are managed with discretion; $21.5M across 1 account is not. A wrap fee program the firm both sponsors and manages holds $822M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 71% | 21% |
| High-net-worth individuals | 23% | 56% |
| Pension and profit-sharing plans | 5% | 16% |
| Charitable organizations | <1% | 3% |
| Corporations and other businesses | 2% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 693 | $209M | 21.3% | $301K |
| High-net-worth individuals | 223 | $546M | 55.8% | $2.45M |
| Pension and profit-sharing plans | 45 | $157M | 16.0% | $3.48M |
| Charitable organizations | 5 | $32.1M | 3.3% | $6.41M |
| Corporations and other businesses | 16 | $35.5M | 3.6% | $2.22M |
| Total | 982 | $979M | 100% | $997K |
- Clients
- 693
- Regulatory AUM
- $209M
- AUM share
- 21.3%
- Avg. per client
- $301K
- Clients
- 223
- Regulatory AUM
- $546M
- AUM share
- 55.8%
- Avg. per client
- $2.45M
- Clients
- 45
- Regulatory AUM
- $157M
- AUM share
- 16.0%
- Avg. per client
- $3.48M
- Clients
- 5
- Regulatory AUM
- $32.1M
- AUM share
- 3.3%
- Avg. per client
- $6.41M
- Clients
- 16
- Regulatory AUM
- $35.5M
- AUM share
- 3.6%
- Avg. per client
- $2.22M
Total
- Clients
- 982
- Regulatory AUM
- $979M
- AUM share
- 100%
- Avg. per client
- $997K
- 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
- 804
Wealth Alliance Advisory Group charges up to 2.00% a year for its Investment Management. The fee is billed in advance. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Stand-alone financial planning and consulting is a negotiable fixed fee ranging from $500 to $10,000.
Gary Decker owns 75% or more of Wealth Alliance Advisory Group. Gary Decker is CEO; the leadership team includes Chief Investment Officer Matthew Catlin. It has 7 employees.
Staff
- 7 employees
- 7 in advisory functions
- 7 state-registered reps
- 3 broker-dealer reps
- 6 insurance agents
- Owns 75% or more of Wealth Alliance Advisory Group, LLC
Gary Decker
Control person · since November 2017
- Owns 25% to 50% of Wealth Alliance Advisory Group, LLC
Matthew Catlin
Control person · since November 2017
Wealth Alliance Advisory Group’s regulatory assets grew 2.3× from $425M (February 2021) to $979M (June 2026); clients rose from 544 to 982 and employees from 5 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $979M | 982 | 7 | 1 |
| Jun 2025June 2025 | $804M | 907 | 7 | 1 |
| May 2024May 2024 | $647M | 819 | 8 | 1 |
| Feb 2023February 2023 | $527M | 729 | 7 | 1 |
| Jun 2022June 2022 | $517M | 618 | 7 | 1 |
| Feb 2021February 2021 | $425M | 544 | 5 | 1 |
Besides its headquarters, Wealth Alliance Advisory Group has 0 offices, with 1 listed address in 1 state.
Kansas · 1 listed address
- 10585 E 21st N, WichitaHQ
Contact and registration details
- Legal name
- Wealth Alliance Advisory Group, LLC
- Headquarters
- 10585 E 21st N, Wichita, KS 67207
- Website
- wealthalliance.net
- Phone
- 316-221-3950
- SEC file
- 801-112023
- Structure
- Delaware LLC
- Fiscal year end
- December
Wealth Alliance Advisory Group’s named custodian for separately managed accounts is Fidelity ($822M). Wealth Alliance Advisory Group has custody of $149M for 186 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $822M100%
At year end, Wealth Alliance Advisory Group’s separately managed accounts were largely in funds (48%) and stocks (37%). Its reported 13F holdings for the quarter ended 30 June 2026 total $691M across 203 positions; the largest are iShares TR (9.1%), Fidelity Covington Trust (8.0%) and Vanguard Index Fds (6.2%).
What the accounts hold
- Stocks37%
- Exchange-traded equities36%
- Non-exchange-traded equities1%
- Funds48%
- Bonds5%
- U.S. government and agency bonds4%
- State and local bonds1%
- Cash10%
- Other1%
- Derivatives1%
How many clients does Wealth Alliance Advisory Group have?
Wealth Alliance Advisory Group has 982 clients and manages $979 million for them, as of June 2026. They include 693 individual clients, 223 high-net-worth individuals, and 45 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 June 2026
What services does Wealth Alliance Advisory Group offer?
Wealth Alliance Advisory Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Wealth Alliance Advisory Group charge?
Wealth Alliance Advisory Group charges up to 2.00% a year for its Investment Management. The fee is billed in advance.
Source: DISCLOSURE BROCHURE FOR WEALTH ALLIANCE ADVISORY GROUP, LLC, filed 9 February 2026
Which custodians does Wealth Alliance Advisory Group use?
Wealth Alliance Advisory Group’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $822M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 June 2026
How many financial advisors does Wealth Alliance Advisory Group have?
Wealth Alliance Advisory Group has 7 investment adviser representatives registered with state securities authorities, out of 7 employees, and 7 perform investment advisory functions. 3 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 Wealth Alliance Advisory Group invest in?
At the end of its last fiscal year, Wealth Alliance Advisory Group’s separately managed accounts held 48% registered funds (mutual funds, ETFs, BDCs), 36% exchange-traded equities, 10% cash and equivalents, 4% U.S. government and agency bonds, 1% non-exchange-traded equities, 1% state and local bonds and 1% derivatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wealth Alliance Advisory Group?
Wealth Alliance Advisory Group’s direct owners are Matthew Catlin (25% to 50%) and Gary Decker (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 3 June 2026
How does Wealth Alliance Advisory Group get paid?
Wealth Alliance Advisory Group 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 Wealth Alliance Advisory Group?
Wealth Alliance Advisory Group’s main office is at 10585 E 21st N, Wichita, KS 67207. Its phone number is 316-221-3950. Its website is wealthalliance.net.
