Wealth Alliance Advisory Group, LLC logo

Wealth Alliance Advisory Group, LLC

Updated today

Client assets under management

$754,316,367

Clients

916

24% high-net worth

Advisors

5

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

183

Very High

Average account size

$823,489

About

Wealth Alliance Advisory Group provides financial planning, consulting, investment management and retirement plan consulting to a mix of individual clients (including high-net-worth individuals), trusts, estates, institutions and business entities. Services include discretionary and non‑discretionary portfolio management, comprehensive wealth management and advice on held‑away products like variable annuities and employer retirement plans.

The firm emphasizes risk management and tailored asset‑allocation, using mutual funds, ETFs, individual securities, selected independent managers and, where appropriate, private placements and hedge or alternative funds. WAAG describes a process of ongoing client consultation and monitoring, portfolio diversification across asset classes, and due diligence on Independent Managers and private vehicles to align allocations with client objectives.

Several features the brochure highlights as distinctive for a team‑level adviser include an affiliated accounting firm (Wealth Alliance Tax and Accounting, LLC) and an affiliated third‑party administrator (Preferred Pension Solutions, LLC), with supervised persons holding ownership interests; the brochure discloses related conflicts and that referrals to those affiliates are not directly compensated to the firm. WAAG also operates and manages a wrap fee program and discloses it may recommend margin/other borrowing for certain clients and provide advice or access to private/alternative funds that can employ leverage or complex strategies, each of which is less common among similarly sized team firms.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Charitable giving & philanthropy

Fee options

Fixed

Financial planning and consulting fees range from $500 to $10,000, negotiable depending on scope and complexity

Percentage

up to 2%, varies based on size and composition of portfolio and type of services

Commissions

Certain Supervised Persons offer securities brokerage services under separate commission-based arrangements; commissions vary

Main office location

Wealth Alliance Advisory Group, LLC

10585 E 21 St N

Wichita KS 67207, United States

Number of offices

1

Most active in

California · Colorado · Florida · Idaho · Illinois · Kansas · Missouri · Nebraska · Oklahoma · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Bruce V

Series 63, Series 65

Wichita, KS

Wealth Alliance Advisory Group, LLC

Bruce Van Bebber is a financial advisor with Wealth Alliance Advisory Group, LLC in Wichita, KS, holding Series 63 and Series 65 licenses and having 28 years of industry experience. His prior roles include positions at UBS Financial Services Inc and Mutual Securities, Inc. He is also licensed as an insurance agent. Wealth Alliance Advisory Group provides financial planning, consulting, and investment management services to individuals, trusts, estates, institutions, and businesses. The firm emphasizes risk management and tailored asset allocation, utilizing a variety of investment vehicles and maintaining affiliated accounting and third-party administration services.

Charitable giving & philanthropy
user avatar

Matthew C

Series 66

Wichita, KS

Wealth Alliance Advisory Group, LLC

Matthew Catlin is a financial advisor with Wealth Alliance Advisory Group, LLC in Wichita, KS, holding a Series 66 designation and 18 years of industry experience. He previously worked at UBS Financial Services Inc. for 10 years before joining Wealth Alliance Advisory Group and Mutual Securities, Inc. in 2017. Outside of his advisory role, Catlin is CEO and COO of Preferred Pension Solutions, LLC, a retirement plan administration and consulting business. Wealth Alliance Advisory Group provides financial planning, consulting, investment management, and retirement plan consulting to individuals, trusts, estates, institutions, and businesses. The firm focuses on risk management and tailored asset allocation using a diversified mix of investment vehicles, including mutual funds, ETFs, independent managers, and alternative investments, supported by ongoing client consultation and due diligence.

Charitable giving & philanthropy
user avatar

Gary D

Series 63, Series 65

Wichita, KS

Wealth Alliance Advisory Group, LLC

Gary Decker is a financial advisor at Wealth Alliance Advisory Group, LLC in Wichita, KS, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mutual Securities, Inc. and UBS Financial Services Inc. He is a board member of Carson Bank and is involved as CEO and COO of Preferred Pension Solutions, LLC, a retirement plan administration and consulting firm. Wealth Alliance Advisory Group provides financial planning, consulting, investment management, and retirement plan consulting to individuals, trusts, estates, institutions, and business entities. The firm emphasizes risk management and tailored asset allocation using a diversified mix of investment vehicles and maintains affiliated accounting and third-party administration firms.

Charitable giving & philanthropy
user avatar

Austin S

Series 66

Wichita, KS

Wealth Alliance Advisory Group, LLC

Austin Sander is a financial advisor with Wealth Alliance Advisory Group, LLC, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at UBS Financial Services from 2014 to 2017 and has been with Wealth Alliance Advisory Group since 2017. Sander is also a registered representative with Mutual Securities, involved in the broker side of the business. Wealth Alliance Advisory Group provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, institutions, and businesses. The firm emphasizes risk management and tailored asset allocation, utilizing a range of investment vehicles including mutual funds, ETFs, independent managers, and alternative funds, supported by affiliated accounting and pension administration services.

Charitable giving & philanthropy
user avatar

Dominick D

Series 65

Wichita, KS

Wealth Alliance Advisory Group, LLC

Dominick Decker is a financial advisor at Wealth Alliance Advisory Group, LLC in Wichita, KS, holding a Series 65 credential with one year of industry experience. His prior work includes roles at the University of Kansas, several law firms, and the United States State Department. Wealth Alliance Advisory Group provides financial planning, consulting, investment management, and retirement plan consulting to individuals, trusts, estates, institutions, and business entities. The firm emphasizes risk management and tailored asset allocation through diversified portfolios and ongoing client consultation.

Charitable giving & philanthropy
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