Active
WE ALLIANCE WEALTH ADVISORS, INC.
Investment Advice|ROSEVILLE, CA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$206.6M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 203.5M |
| Non-Discretionary | 3.1M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 175405 |
| SEC Number | 801-113406 |
| Street Address | 3001 DOUGLAS BLVD |
| Street Address 2 | STE. 142 |
| Location | ROSEVILLE, CA 95661 |
| Country | United States |
| Phone | 916-325-0130 |
| Fax | 916-771-4475 |
| Total Employees | 7 |
Client Count by Type (327 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 265 |
| High Net Worth Individual… | 62 |
Community Partners
CATALYST MORTGAGE INC
CITY OF COLFAX
CITY OF LINCOLN
CITY OF ROCKLIN
CITY OF ROSEVILLE
COUNTY OF PLACER
COUNTY, PLACER OF
FIRST 5 PLACER
FORESTHILL PUBLIC UTILITIES DISTRICT
PLACER COUNTY- ADULT SYSTEM OF CARE
PLACER COUNTY AIR POLLUTION CONTROL DISTRICT
CATALYST MORTGAGE INC
CITY OF COLFAX
CITY OF LINCOLN
CITY OF ROCKLIN
CITY OF ROSEVILLE
COUNTY OF PLACER
COUNTY, PLACER OF
FIRST 5 PLACER
FORESTHILL PUBLIC UTILITIES DISTRICT
PLACER COUNTY- ADULT SYSTEM OF CARE
PLACER COUNTY AIR POLLUTION CONTROL DISTRICT
CATALYST MORTGAGE INC
CITY OF COLFAX
CITY OF LINCOLN
CITY OF ROCKLIN
CITY OF ROSEVILLE
COUNTY OF PLACER
COUNTY, PLACER OF
FIRST 5 PLACER
FORESTHILL PUBLIC UTILITIES DISTRICT
PLACER COUNTY- ADULT SYSTEM OF CARE
PLACER COUNTY AIR POLLUTION CONTROL DISTRICT
Municipal Government
11 Active
11
Organizations
ALPINE SPRINGS COUNTY WATER DISTRICT
ALTA FIRE PROTECTION DISTRICT
AMERICAN RIVER AUTHORITY
AUBURN PUBLIC CEMETERY DISTRICT
AUBURN RECREATION AND PARK DISTRICT
AUBURN VALLEY COMMUNITY SERVICES DISTRICT
BIZZ JOHNSON HIGHWAY INTERCHANGE JPA
COLFAX CEMETERY DISTRICT
FOREST HILL FIRE PROTECTION DISTRICT
FORESTHILL FIRE PROTECTION DISTRICT
FOREST HILL PUBLIC UTILITY DISTRICT
GOLDEN SIERRA JOB TRAINING AGENCY
HEATHER GLEN COMM SERVICES DIST
MCKINNEY WATER DISTRICT 9
MEADOW VISTA COUNTY WATER DISTRICT
MIDDLE FORK PROJECT FINANCE AUTHORITY
MIDWAY HEIGHTS CO WATER DISTRICT
NEWCASTLE FIRE PROTECTION DIST
NEWCASTLE FIRE PROTECTION DISTRICT
NEW CASTLE-ROCKLIN-GOLD HILL CEMETERY DISTRICT
ALPINE SPRINGS COUNTY WATER DISTRICT
ALTA FIRE PROTECTION DISTRICT
AMERICAN RIVER AUTHORITY
AUBURN PUBLIC CEMETERY DISTRICT
AUBURN RECREATION AND PARK DISTRICT
AUBURN VALLEY COMMUNITY SERVICES DISTRICT
BIZZ JOHNSON HIGHWAY INTERCHANGE JPA
COLFAX CEMETERY DISTRICT
FOREST HILL FIRE PROTECTION DISTRICT
FORESTHILL FIRE PROTECTION DISTRICT
FOREST HILL PUBLIC UTILITY DISTRICT
GOLDEN SIERRA JOB TRAINING AGENCY
HEATHER GLEN COMM SERVICES DIST
MCKINNEY WATER DISTRICT 9
MEADOW VISTA COUNTY WATER DISTRICT
MIDDLE FORK PROJECT FINANCE AUTHORITY
MIDWAY HEIGHTS CO WATER DISTRICT
NEWCASTLE FIRE PROTECTION DIST
NEWCASTLE FIRE PROTECTION DISTRICT
NEW CASTLE-ROCKLIN-GOLD HILL CEMETERY DISTRICT
ALPINE SPRINGS COUNTY WATER DISTRICT
ALTA FIRE PROTECTION DISTRICT
AMERICAN RIVER AUTHORITY
AUBURN PUBLIC CEMETERY DISTRICT
AUBURN RECREATION AND PARK DISTRICT
AUBURN VALLEY COMMUNITY SERVICES DISTRICT
BIZZ JOHNSON HIGHWAY INTERCHANGE JPA
COLFAX CEMETERY DISTRICT
FOREST HILL FIRE PROTECTION DISTRICT
FORESTHILL FIRE PROTECTION DISTRICT
FOREST HILL PUBLIC UTILITY DISTRICT
GOLDEN SIERRA JOB TRAINING AGENCY
HEATHER GLEN COMM SERVICES DIST
MCKINNEY WATER DISTRICT 9
MEADOW VISTA COUNTY WATER DISTRICT
MIDDLE FORK PROJECT FINANCE AUTHORITY
MIDWAY HEIGHTS CO WATER DISTRICT
NEWCASTLE FIRE PROTECTION DIST
NEWCASTLE FIRE PROTECTION DISTRICT
NEW CASTLE-ROCKLIN-GOLD HILL CEMETERY DISTRICT
Special District
50 Active
50
Organizations
ACKERMAN ELEM SCH DIST
ALTA DUTCH FLAT UN ELEM DIST
ALTA DUTCH FLAT UNION ELEM SCH DIST
AUBURN UNION ELEM SCH DIST
COLFAX ELEM SCH DIST
DRY CREEK JT ELEM SCH DIST
EUREKA UNION ELEM SCH DIST
FORESTHILL UNION ELEM SCHOOL DIST
HORIZON CHARTER SCHOOL
MARIA MONTESSORI CHARTER SCHOOL
NEWCASTLE ELEM SCH DIST
PLACER CO SPL SCHS OPER BY CO SUPT
PLACER HILLS UNION ELEM SCH DIST
PLACER UNION HIGH SCHOOL DIST
ROCKLIN UNIF SCHOOL DISTRICT
ROSEVILLE CITY ELEM SCHOOL DIST
ROSEVILLE JT UNION HIGH SCH
SIERRA JOINT COMMUNITY COLLEGE DISTRICT
WESTERN PLACER UNIFIED SCHOOL DIST
ACKERMAN ELEM SCH DIST
ALTA DUTCH FLAT UN ELEM DIST
ALTA DUTCH FLAT UNION ELEM SCH DIST
AUBURN UNION ELEM SCH DIST
COLFAX ELEM SCH DIST
DRY CREEK JT ELEM SCH DIST
EUREKA UNION ELEM SCH DIST
FORESTHILL UNION ELEM SCHOOL DIST
HORIZON CHARTER SCHOOL
MARIA MONTESSORI CHARTER SCHOOL
NEWCASTLE ELEM SCH DIST
PLACER CO SPL SCHS OPER BY CO SUPT
PLACER HILLS UNION ELEM SCH DIST
PLACER UNION HIGH SCHOOL DIST
ROCKLIN UNIF SCHOOL DISTRICT
ROSEVILLE CITY ELEM SCHOOL DIST
ROSEVILLE JT UNION HIGH SCH
SIERRA JOINT COMMUNITY COLLEGE DISTRICT
WESTERN PLACER UNIFIED SCHOOL DIST
ACKERMAN ELEM SCH DIST
ALTA DUTCH FLAT UN ELEM DIST
ALTA DUTCH FLAT UNION ELEM SCH DIST
AUBURN UNION ELEM SCH DIST
COLFAX ELEM SCH DIST
DRY CREEK JT ELEM SCH DIST
EUREKA UNION ELEM SCH DIST
FORESTHILL UNION ELEM SCHOOL DIST
HORIZON CHARTER SCHOOL
MARIA MONTESSORI CHARTER SCHOOL
NEWCASTLE ELEM SCH DIST
PLACER CO SPL SCHS OPER BY CO SUPT
PLACER HILLS UNION ELEM SCH DIST
PLACER UNION HIGH SCHOOL DIST
ROCKLIN UNIF SCHOOL DISTRICT
ROSEVILLE CITY ELEM SCHOOL DIST
ROSEVILLE JT UNION HIGH SCH
SIERRA JOINT COMMUNITY COLLEGE DISTRICT
WESTERN PLACER UNIFIED SCHOOL DIST
School District
19 Active
19
Organizations
1 LOVE DOG RESCUE INC
200 AREA SQUAD CLUB
20TH CENTURY AUTOMOTIVE ENDOWMENT FUND
277 BRATSKA SLOGA NEST
316OUTREACH INC
317 Ministries Network Inc
3BuildGlobal Inc
3 CORDS PROJECT
3R MINISTRIES INC
49ER SKI CLUB
4HISYOUTH
4HONOR
4MOM FOUNDATION INC
619 BRATSKA SLOGA LODGE
706 NORTH AMERICA
91SIX ORGANIZATION
AAUW Roseville-South Placer
ABOVE SELF
A BRIGHTER WORLD FOR KIDS FOUNDATION
ACE Mentor Program California Capital
1 LOVE DOG RESCUE INC
200 AREA SQUAD CLUB
20TH CENTURY AUTOMOTIVE ENDOWMENT FUND
277 BRATSKA SLOGA NEST
316OUTREACH INC
317 Ministries Network Inc
3BuildGlobal Inc
3 CORDS PROJECT
3R MINISTRIES INC
49ER SKI CLUB
4HISYOUTH
4HONOR
4MOM FOUNDATION INC
619 BRATSKA SLOGA LODGE
706 NORTH AMERICA
91SIX ORGANIZATION
AAUW Roseville-South Placer
ABOVE SELF
A BRIGHTER WORLD FOR KIDS FOUNDATION
ACE Mentor Program California Capital
1 LOVE DOG RESCUE INC
200 AREA SQUAD CLUB
20TH CENTURY AUTOMOTIVE ENDOWMENT FUND
277 BRATSKA SLOGA NEST
316OUTREACH INC
317 Ministries Network Inc
3BuildGlobal Inc
3 CORDS PROJECT
3R MINISTRIES INC
49ER SKI CLUB
4HISYOUTH
4HONOR
4MOM FOUNDATION INC
619 BRATSKA SLOGA LODGE
706 NORTH AMERICA
91SIX ORGANIZATION
AAUW Roseville-South Placer
ABOVE SELF
A BRIGHTER WORLD FOR KIDS FOUNDATION
ACE Mentor Program California Capital
Nonprofit Organization
1972 Active
1972
Organizations
Community Partners130 organizations
CATALYST MORTGAGE INC
Municipal Government·ROSEVILLE
COUNTY OF PLACER
Municipal Government·ROSEVILLE
COUNTY, PLACER OF
Municipal Government·AUBURN
FIRST 5 PLACER
Municipal Government·ROCKLIN
FORESTHILL PUBLIC UTILITIES DISTRICT
Municipal Government·FORESTHILL
PLACER COUNTY- ADULT SYSTEM OF CARE
Municipal Government·AUBURN
PLACER COUNTY AIR POLLUTION CONTROL DISTRICT
Municipal Government·AUBURN
ALTA FIRE PROTECTION DISTRICT
Special District·ALTA
AUBURN PUBLIC CEMETERY DISTRICT
Special District·AUBURN
BIZZ JOHNSON HIGHWAY INTERCHANGE JPA
Special District·ROSEVILLE
COLFAX CEMETERY DISTRICT
Special District·COLFAX
FOREST HILL FIRE PROTECTION DISTRICT
Special District·FORESTHILL
FORESTHILL FIRE PROTECTION DISTRICT
Special District·FORESTHILL
HEATHER GLEN COMM SERVICES DIST
Special District·APPLEGATE
MCKINNEY WATER DISTRICT 9
Special District·TAHOMA
MEADOW VISTA COUNTY WATER DISTRICT
Special District·MEADOW VISTA
NEWCASTLE FIRE PROTECTION DIST
Special District·NEWCASTLE
NEW CASTLE-ROCKLIN-GOLD HILL CEMETERY DISTRICT
Special District·NEWCASTLE
NORTHERN CALIFORNIA POWER AGENCY
Special District·ROSEVILLE
NORTHSTAR FIRE DEPT
Special District·TRUCKEE
NORTH TAHOE FIRE PROTECTION DISTRICT
Special District·TAHOE CITY
PENRYN FIRE PROTECTION DISTRICT
Special District·PENRYN
PLACER COUNTY WATER AGENCY
Special District·AUBURN
PLACER HILLS FIRE PROTECTION DISTRICT
Special District·MEADOW VISTA
ROCKLIN FIRE PROTECTION DISTRICT
Special District·ROCKLIN
ROSEVILLE PUBLIC CEMETERY DIST
Special District·ROSEVILLE
SAN JUAN WATER DISTRICT
Special District·GRANITE BAY
SQUAW VALLEY FIRE DEPARTMENT
Special District·OLYMPIC VALLEY
SUBURBAN PINES FIRE COMMUNITY SERVICE DISTRICT
Special District·AUBURN
TAHOE CITY PUBLIC CEMETERY DISTRICT
Special District·TAHOE CITY
TAHOE-TRUCKEE SANITATION DISTRICT
Special District·TRUCKEE
TALMONT RESORT IMPROVEMENT DIST
Special District·TAHOE CITY
WESTERN PLACER WASTE MANAGEMENT AUTHORITY
Special District·ROSEVILLE
ALTA DUTCH FLAT UN ELEM DIST
School District·ALTA
HORIZON CHARTER SCHOOL
School District·LINCOLN
MARIA MONTESSORI CHARTER SCHOOL
School District·ROCKLIN
1 LOVE DOG RESCUE INC
Nonprofit Organization·ROCKLIN
200 AREA SQUAD CLUB
Nonprofit Organization·ROSEVILLE
20TH CENTURY AUTOMOTIVE ENDOWMENT FUND
Nonprofit Organization·Granite Bay
277 BRATSKA SLOGA NEST
Nonprofit Organization·Roseville
316OUTREACH INC
Nonprofit Organization·Newcastle
317 Ministries Network Inc
Nonprofit Organization·Rocklin
3BuildGlobal Inc
Nonprofit Organization·Roseville
3 CORDS PROJECT
Nonprofit Organization·Lincoln
3R MINISTRIES INC
Nonprofit Organization·Lincoln
49ER SKI CLUB
Nonprofit Organization·Rocklin
4HISYOUTH
Nonprofit Organization·LINCOLN
4HONOR
Nonprofit Organization·Roseville
4MOM FOUNDATION INC
Nonprofit Organization·Lincoln
619 BRATSKA SLOGA LODGE
Nonprofit Organization·Roseville
706 NORTH AMERICA
Nonprofit Organization·Rocklin
91SIX ORGANIZATION
Nonprofit Organization·Rocklin
AAUW Roseville-South Placer
Nonprofit Organization·Lincoln
ABOVE SELF
Nonprofit Organization·Granite Bay
A BRIGHTER WORLD FOR KIDS FOUNDATION
Nonprofit Organization·Roseville
ACE Mentor Program California Capital
Nonprofit Organization·Roseville
ACES PTA Inc
Nonprofit Organization·Rocklin
ACMP NORCAL CHAPTER
Nonprofit Organization·Lincoln
ACTION COALITION FOR EQUESTRIANS
Nonprofit Organization·Newcastle
ADAPTIVE ATHLETICS ASSOCIATION INC
Nonprofit Organization·Roseville
ADELLES SMILE FOUNDATION
Nonprofit Organization·ROCKLIN
ADOPT A FAMILY PROGRAM OF NORTHERN CALIFORNIA
Nonprofit Organization·Roseville
ADOPT-A-MOM
Nonprofit Organization·Roseville
ADOPT AN ELDER FOUNDATION
Nonprofit Organization·Rocklin
Advanced-1 Adventures
Nonprofit Organization·Roseville
ADVANCED TECHNICAL SOLUTIONS INC
Nonprofit Organization·ROSEVILLE
ADVENTIST FORUM
Nonprofit Organization·ROSEVILLE
ADVENTIST HEALTH AND RIDEOUT EMPLOYEE
Nonprofit Organization·ROSEVILLE
Adventist Health Foundation
Nonprofit Organization·Roseville
ADVENTIST HEALTH PHYSICIANS NETWORK
Nonprofit Organization·ROSEVILLE
Adventist Health SystemWest
Nonprofit Organization·Roseville
Adventist Hlth Volunteer Guild Hanford fka Volunteer Services League Inc
Nonprofit Organization·Roseville
ADVENTIST MEDICAL EVANGELISM NETWORK MEDIA INC
Nonprofit Organization·LINCOLN
ADVOCATES FOR FAMILIES AND CHILDREN
Nonprofit Organization·rocklin
AERONAUTRIXX
Nonprofit Organization·Olympic Valley
AFLOCO CREDIT UNION
Nonprofit Organization·Lincoln
Agape International Missions
Nonprofit Organization·Roseville
AGLOW INTERNATIONAL
Nonprofit Organization·Roseville
AGLOW INTERNATIONAL
Nonprofit Organization·Roseville
AGLOW INTERNATIONAL
Nonprofit Organization·Roseville
AIR TIME MINISTRIES
Nonprofit Organization·ROSEVILLE
AKWAABA FOUNDATION
Nonprofit Organization·MEADOW VISTA
AKWIDAA DEVELOPMENT PROJECT
Nonprofit Organization·Penryn
ALEKSANDR SHEVCHENKO
Nonprofit Organization·ROSEVILLE
ALEX J LEWIS FOUNDATION INC
Nonprofit Organization·Roseville
ALIVE365
Nonprofit Organization·Roseville