# WE Alliance Wealth Advisors

WE Alliance Wealth Advisors is a Bank / Wealth / Trust based in Roseville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Roseville, United States
- **Region:** North America
- **Address:** Roseville, CA, United States
- **Founded:** 1993
- **Assets under management:** Under $250M (Altss estimate)
- **Website:** www.weriaadvisors.com

## Regulatory record

- **CRD number:** 175405
- **SEC file number:** 801-113406
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/175405

## About

WE Alliance Wealth Advisors was established in 2015 in Roseville, California, as a registered investment advisor. The firm provides financial planning, retirement planning, and investment management services to individuals and high-net-worth clients. Its founding principals and organizational structure are not publicly detailed. The firm's investment approach centers on traditional advisory services—financial planning and retirement strategies form the core of its client engagements. Geographic focus remains local, serving clients in the Roseville area and greater California. No direct investment, co-investment, or fund commitment activity is publicly recorded. The firm does not disclose specific portfolio holdings or sector allocations. With estimated regulatory assets under management of $174 million (Altss estimate), WE Alliance operates as a small advisory practice. No additional offices, subsidiary vehicles, or philanthropic structures are known. No verifiable operational events from the last 24 months are public. WE Alliance's structure as a local RIA shapes its differentiation: it serves individual planning needs rather than institutional capital deployment. No succession plan, co-investor club, or hybrid structure is disclosed.

## Sectors

- Wealth Management

## Questions

### What is WE Alliance Wealth Advisors' known posture on direct investments or fund commitments?

No direct investment, co-investment, or private fund commitment activity is publicly associated with the firm. Its regulatory profile and described services indicate a focus on traditional advisory offerings—financial planning, retirement planning, and managed portfolios—rather than direct institutional deployment.

### Does WE Alliance Wealth Advisors manage institutional capital or operate pooled vehicles?

The firm does not publicly report managing institutional separate accounts, pooled investment vehicles, or private funds. Its Estimated AUM of $174 million (Altss estimate) reflects regulatory assets under management from individual advisory clients.

### What is the geographic scope of WE Alliance Wealth Advisors?

The firm is headquartered in Roseville, California, and serves clients primarily in that local market and broader California. No additional offices or international operations are disclosed.

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Last updated: 2026-07-08T22:38:32.696Z

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