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Wallace Advisory Group Employee Directory

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.

Find Wallace Advisory Group employees' phone numbers or email addresses

Wallace Advisory Group Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Wallace Advisory Group's Leadership

  • Stylized image of a person
    C. W.
    Manager
    Mobile Phone

Wallace Advisory Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Wallace Advisory Group

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. W.
    Manager
    Mobile Phone
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is Wallace Advisory Group known for?

Minus sign iconPlus sign iconWallace Advisory Group was founded in 2015 operates in the Financial Services industry. Explore Wallace Advisory Group's company overview page for more information.

What is Wallace Advisory Group's most common email format?

Minus sign iconPlus sign iconWallace Advisory Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wallace Advisory Group email formats with LeadIQ.

How many employees does Wallace Advisory Group have currently?

Minus sign iconPlus sign iconWallace Advisory Group has approximately 3 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Wallace Advisory Group's key employees and leadership?

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As of July 2026, Wallace Advisory Group's key employees include:

  • Manager: C. W.

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