WE ALLIANCE WEALTH ADVISORS, INC.
SEC RegisteredProtect Your Wealth. Preserve Your Legacy. Plan With Purpose.
About the firm
WE Alliance Wealth Advisors has helped individuals and families protect their wealth, plan for retirement, and build lasting legacies for over 30 years. Based in California and serving clients statewide, the firm specializes in working with high-net-worth individuals, particularly those in their 50s, 60s, and 70s, who want proactive tax planning, long-term income strategies, and multigenerational financial security. Their approach is values-based, family-focused, and fully integrated.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management and retirement planning, Define Outcome Investing, Roth conversion strategies, business planning, comprehensive financial planning, Social Security maximization, advanced estate and tax planning, insurance protective services, education planning, and a Wealth Vault document and planning summary service.
Who they serve
High-net-worth individuals and families, particularly those in their 50s, 60s, and 70s with over $500,000 in retirement savings, seeking proactive tax planning, long-term income strategies, and multigenerational financial security.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 235 | $120M |
| High Net Worth Individuals | 30 | $113M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| $1,000,000 - $2,500,000 | 0.75% |
| Above $2,500,000 | 0.50% |
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WE ALLIANCE WEALTH ADVISORS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.