# Wallace Wealth Advisory Wallace Wealth Advisory is a RIA. ## Overview - **Organization type:** RIA - **Assets under management:** Undisclosed ## Regulatory record - **CRD number:** 342291 - **Registration status:** Registered - **Reports private funds:** No - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/342291 ## About WALLACE WEALTH ADVISORY, INC. is a state-registered investment adviser in Jamaica, NY. It has one employee and one investment adviser. The firm is based in New York. ## Questions ### What is the investment strategy of Wallace Wealth Advisory? No public information describes the firm's investment strategy, asset-class focus, stage preference, or geographic targeting. Without disclosed portfolio holdings, fund commitments, or strategy documentation, the firm's approach to capital allocation is unknown. ### Does Wallace Wealth Advisory make direct investments or co-investments? There is no public record of direct investments, co-investments, or fund commitments made by Wallace Wealth Advisory. The firm's investment activity has not been reported in any press release, SEC filing, or industry publication. ### Who leads Wallace Wealth Advisory? No named principals, executive officers, or investment professionals at Wallace Wealth Advisory have been publicly identified in any verifiable source. The firm's leadership team is not documented in SEC filings, its own website (if any), or third-party coverage. ### What is the AUM of Wallace Wealth Advisory? Wallace Wealth Advisory does not publicly disclose its assets under management. No third-party estimate or reported figure exists in accessible databases or publications. The firm's AUM is classified as undisclosed. ## Related profiles - [SAVAGE, TERRY L.](https://altss.com/profile/savage-terry-l) - [USEX INC](https://altss.com/profile/usex-inc) --- Last updated: 2026-08-14T12:30:00.000Z Canonical page: https://altss.com/profile/wallace-wealth-advisory-inc Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology