The Wealth Alliance
Highly Engaged Employees
Highly Engaged EmployeesFinance · New York, United States · 11-50 Employees
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Overview
Headquarters
105 Broadhollow Rd, Melville, New York, ...Phone Number
(631) 670-0682Website
www.thewealthalliance.comRevenue
$15.3 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
2
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About The Wealth Alliance
The Wealth Alliance is a registered investment advisory firm committed to revolutionizing the client experience, operating under the fiduciary standard to prioritize client needs. They provide personalized financial advice to individuals and businesses, as well as empowering advisors and collaborating with CPAs and attorneys to enhance financial planning services. The firm is staffed by seasoned advisors, including Certified Financial Planners and Certified Public Accountants, supported by a dedicated team of service professionals. Additionally, The Wealth Alliance is involved in philanthropic efforts, donating to various causes as part of their commitment to giving back.Explore more
The Wealth Alliance Org Chart
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The Wealth Alliance financials insights
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2020
Debt
$150K
The Wealth Alliance Tech Stack
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The Wealth Alliance News & Media
Wealth Alliance Acquires Stake in Sociedad Química y Minera de Chile, Showcasing ...
Wealth Alliance, an institutional investor, recently acquired a new stake in Sociedad Química y Minera de Chile S.A. (NYSE: SQM). According to the filingVeteran Financial Advisor Seth Cohan Joins The Wealth Alliance in Melville, New York
MELVILLE, N.Y.--(BUSINESS WIRE)--The Wealth Alliance, a registered advisory firm with offices in Melville, NY and Boca Raton, FL, announces the addition of Seth Cohan, AIF®, CLTC®, a veteran financial advisor with over 35 years of experience in the financial services industry and $225 million in managed and brokerage-based assets. Prior to joining The Wealth Alliance, Cohan was a Founder and Partner at RCA Capital Group, LLC — a Commonwealth Financial Network firm that experienced substantialThe Wealth Alliance Celebrates One Year Anniversary with $1 Billion in Assets
Long Island RIA delivers holistic planning through strategic collaboration with other trusted professionals Long Island RIA delivers holistic planning through strategic collaboration with other trusted professionals
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The Wealth Alliance is a registered investment advisory firm committed to revolutionizing the client experience, operating under the fiduciary standard to prioritize client needs. They provide personalized financial advice to individuals and businesses, as well as empowering advisors and collaborating with CPAs and attorneys to enhance financial pl... Read More
