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Building 2WE ALLIANCE WEALTH ADVISORS, INC.

Map pinROSEVILLE, CA
Phone916-325-0130
NotebookSEC #801-113406
Total AUM
$233.1M
Employees
9
Clients
265

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3001 DOUGLAS BLVD
STE. 142
ROSEVILLE
CA 95661
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
916-325-0130

ReceiptFinancials

Total AUM
$233.1M
Accounts
265
Discretionary
$230.1M
Accounts
258
Non-Discretionary
$3M
Accounts
7

ContactClients

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Individual Clients
235
AUM
$120.3M
HNW Individual Clients
30
AUM
$112.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
SMA MANAGEMENT SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATXWA

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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