Wealth Alliance, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wealth Alliance, LLC provides investment management and personal financial analysis to individuals, families, trusts, estates, small businesses and retirement plan participants, with a focus on business owners, executives approaching retirement, and emerging-wealth professionals. The two-advisor firm manages roughly $70 million and offers separately managed accounts plus a suite of 22 proprietary model portfolios and satellite allocations that can include alternative investments.
The firm implements portfolios primarily with ETFs, mutual funds, individual bonds, REITs, commodities, options and CDs, using a mix of fundamental/valuation analysis and quantitative model outputs together with risk-assessment software. Wealth Alliance generally manages client assets on a discretionary basis, provides continuous monitoring and periodic rebalancing, and tailors accounts via SMA structures and client-imposed written restrictions when requested.
What is noteworthy relative to many peers is the firm’s integration of tax and accounting-related credentials and services: principals maintain CPA (inactive), CFP, ChFC and Enrolled Agent qualifications and the firm provides tax-preparation services through an affiliated tax practice. Advisors are also registered representatives of a broker-dealer and licensed insurance agents and may receive commissions for alternative investments, annuities and insurance—arrangements the firm discloses and manages as potential conflicts of interest.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Flat fees may be charged for consulting services as agreed in engagement letter
$0 - $250,000: 1.50% $250,001 - $500,000: 1.50% $500,000 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001 - $5,000,000: 1.00% $5,000,001+: 0.80% - Negotiable
May receive commissions on sale of private placements, annuities, insurance, REITs; commissions separate from advisory fees
Hourly rate of $250 for personal financial analysis and consulting services
Account minimum: $250,000 Fee-only: $250 per hour or hourly/flat fee determined prior to service start; 50% deposit required
Main office
See office12526 High Bluff Dr. #300
San Diego CA 92130
Advisors at this office
1
Offices (2)
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Kevin B
Series 63, Series 65
San Diego, CA
Wealth Alliance, LLC
Kevin Barrett is a financial advisor with Wealth Alliance, LLC in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Wealth Alliance since 2006 and also maintains a role at Independent Financial Group, LLC. Outside of financial advising, he is the owner of VitalNRG, a company developing a wave energy converter device, and serves as a consultant for Innovative California Biosciences International. Wealth Alliance serves individuals, families, trusts, estates, retirement-plan participants, and small businesses, with a focus on business owners and executives transitioning to retirement as well as emerging-wealth professionals. The firm manages approximately $64.5 million for around 266 clients and offers discretionary investment management along with personal financial analysis and consulting, utilizing proprietary model portfolios and a combination of quantitative and fundamental investment selection methods.
Jason B
ChFC®, Series 63, Series 65
El Cajon, CA
Wealth Alliance, LLC
Jason Barney is a financial advisor at Wealth Alliance, LLC in El Cajon, CA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has been with Wealth Alliance since 2011. In addition to his advisory role, he owns Wealth Alliance Tax and Financial Services LLC, which provides tax preparation, bookkeeping, and payroll processing. Wealth Alliance serves individuals, families, trusts, estates, retirement-plan participants, and small businesses, focusing on business owners, executives transitioning to retirement, and emerging-wealth professionals. The firm manages approximately $64.5 million across 266 clients using proprietary model portfolios and combines quantitative and fundamental analysis with discretionary portfolio management.
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