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Wealth Alliance Employee Directory

Investment ManagementCalifornia, United States2-10 Employees

Wealth Alliance is an investment management firm that operates on a fee-based model, offering tax-efficient, customized portfolio management for individuals approaching or in retirement with substantial net worth. The firm also provides financial planning, wealth management, tax, payroll, and insurance services to support comprehensive financial needs. It is headquartered in Del Mar, with a second location in El Cajon, serving clients across the United States and abroad. Advisory services are offered through Wealth Alliance, LLC, a California-registered investment adviser, while securities transactions are conducted through Independent Financial Group, LLC, a FINRA/SIPC member; the two entities are unaffiliated. The firm is licensed to sell securities in eight states, including AZ, CA, CO, NH, NV, OR, TX, and WA.

Find Wealth Alliance employees' phone numbers or email addresses

Wealth Alliance Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Europe
1

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  • Ireland
    1

Wealth Alliance's Leadership

  • Stylized image of a person
    A. S. C.
    Senior Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. A.
    Vice President
    Phone icon
    Mobile Phone

Wealth Alliance Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Administrative
  • Other
  • Operations
  • Banking
  • Accounting
  • Analytics
  • Arts & Design

Contact profiles from Wealth Alliance

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. S. C.
    Senior Vice President
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    C. A.
    Vice President
    Phone icon
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Wealth Alliance known for?

Minus sign iconPlus sign iconWealth Alliance was founded in 1999 operates in the Investment Management industry. The company's main headquarters is located in 12526 High Bluff Drive 300 San Diego, California 92130 United States. Explore Wealth Alliance's company overview page for more information.

What is Wealth Alliance's most common email format?

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

How many employees does Wealth Alliance have currently?

Minus sign iconPlus sign iconWealth Alliance has approximately 4 employees as of May 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Wealth Alliance's key employees and leadership?

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As of May 2026, Wealth Alliance's key employees include:

  • Senior Vice President: A. S. C.
  • Vice President: C. A.

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