About Wealth Alliance Advisory Group, LLC
<p>Financial advisory services are the focus at this SEC-registered investment adviser founded in 2017. Wealth Alliance Advisory Group, LLC works with individuals and businesses on investment and retirement decisions, with a planning process built around defined goals and clear next steps.</p> <p>Headquartered in Wichita in south-central Kansas, the firm works with clients across the broader Wichita metro area and beyond. As a <a href="/plan-advisors">plan advisor</a>, it also provides 3(21) fiduciary services for retirement plans, supporting plan sponsors with investment guidance while the sponsor retains final decision-making authority.</p> <p>Core work includes wealth management, financial and retirement planning, and coordination around tax and estate planning to fit a client’s overall strategy. The firm reported $0.8B in assets under management as of 2026.</p> <p>What sets Wealth Alliance Advisory Group apart is its structured, step-by-step planning approach that keeps the focus on practical actions rather than broad financial themes.</p> <ul> <li>Wealth management and portfolio guidance</li> <li>Retirement planning for individuals and business owners</li> <li>3(21) fiduciary investment advice for employer retirement plans</li> <li>Coordination of tax and estate planning considerations</li> <li>Ongoing plan reviews and goal-based recommendations</li> </ul>
Website: https://www.wealthalliance.com/
Founded: 2017
Office Locations
- Wichita, KS (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $803.8M