Insights

Independent advisement A small, independently owned advisory with almost 10 years in operation, led by seasoned founders. Potential sales opportunity: position concierge wealth management services and expanded fiduciary capabilities to high net worth families seeking personalized, conflict-free financial guidance.

Family wealth focus Specializes in growing, protecting, and preserving wealth across generations for high net worth individuals and business owners. Potential sales opportunity: offer multi-generational planning solutions, legacy strategies, and estate planning services to grow client lifetime value.

Tech-forward Utilizes Google Cloud, React-based tools, and modern tech stack. Potential sales opportunity: present technology-enabled advisory enhancements, data security assurances, client portal improvements, and scalable digital onboarding to improve service efficiency.

Revenue signal Reported revenue in the range of one to ten million dollars with a very small team. Potential sales opportunity: introduce scalable service models, affordable advisory add-ons, and outsourced support solutions to drive capacity without compromising quality.

Partnership potential Operates through a registered broker/dealer and a separately managed advisory structure, indicating channel-friendly operations. Potential sales opportunity: explore co-branded offerings, turnkey investment solutions, and compliance-friendly partnership programs to accelerate growth.

Wallace Advisory Group Tech Stack

Wallace Advisory Group uses 8 technology products and services including Google Cloud, RequireJS, parallax.js, and more. Explore Wallace Advisory Group's tech stack below.

Google Cloud

Infrastructure As A Service

RequireJS

Javascript Frameworks

parallax.js

Javascript Libraries

Polyfill

Javascript Libraries

Choices

Javascript Libraries

Trustpilot

Online Review Management

HSTS

Security

Sitelinks Search Box

Web Tools And Plugins

Wallace Advisory Group Email Formats	Example	Percentage
First@wallaceadvisory.com	John@wallaceadvisory.com	100%

Wallace Advisory Group Email Formats

Example

Percentage

First@wallaceadvisory.com

John@wallaceadvisory.com

100%

Frequently Asked Questions

What is Wallace Advisory Group's official website and social media links?

Wallace Advisory Group's official website is wallaceadvisory.com and has social profiles on LinkedIn.

How much revenue does Wallace Advisory Group generate?

As of July 2026, Wallace Advisory Group's annual revenue is estimated to be $1M - $10M.

What is Wallace Advisory Group's NAICS code?

Wallace Advisory Group's NAICS code is 52 - Finance and Insurance.

How many employees does Wallace Advisory Group have currently?

As of July 2026, Wallace Advisory Group has approximately 3 employees across 1 continents, including North America. Key team members include Manager: C. W.. Explore Wallace Advisory Group's employee directory with LeadIQ.

What industry does Wallace Advisory Group belong to?

Wallace Advisory Group operates in the Financial Services industry.

What technology does Wallace Advisory Group use?

Wallace Advisory Group's tech stack includes Google CloudRequireJSparallax.jsPolyfillChoicesTrustpilotHSTSSitelinks Search Box.

What is Wallace Advisory Group's email format?

Wallace Advisory Group's email format typically follows the pattern of First@wallaceadvisory.com. Find more Wallace Advisory Group email formats with LeadIQ.

When was Wallace Advisory Group founded?

Wallace Advisory Group was founded in 2015.

Wallace Advisory Group

Q: How many employees does Wallace Advisory Group have currently?

Wallace Advisory Group has approximately 3 employees.

Q: What technology does Wallace Advisory Group use?

Wallace Advisory Group's tech stack includes Amazon Web Services, X-Content-Type-Options, Google Tag Manager, Squarespace, Microsoft 365.

Q: What is Wallace Advisory Group's NAICS code?

Wallace Advisory Group's NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States2-10 Employees

Wallace Advisory Group is a financial services firm established in 2015 and based in Lafayette, California. It operates as a fully independent advisory practice focused on helping high net worth families and business owners with investment strategies, specialized planning, and multi-generational wealth management. The team emphasizes experience and long-term stewardship, drawing on the founders’ backgrounds to deliver value across growth, protection, and preservation of wealth. Securities are offered through a registered broker/dealer, with investment advisory services provided directly by Wallace Advisory Group LLC, and the firm positions itself as independently owned and operated within the broader financial services landscape.

Insights

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