SourcingSourcing

WEALTH ALLIANCE ADVISORY GROUP, LLC

C32
CRD 290329·SEC 801-112023·WICHITA, KS
AUM
$978.6M
$500M-$1B
Est. Revenue
$9.8M
@ 1% on AUM
Est. EBITDA
$2.9M
@ 30% margin
Est. Deal Value
$23.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WEALTH ALLIANCE ADVISORY GROUP, LLC
CRD
290329
SEC file #
801-112023
EIN
823558532
DBA names
—

Economics

AUM
$978.6M
AUM band
$500M-$1B
AUM trajectory
'20'26
$290.3M → $978.6M▲ +237%
Client mix
Individuals Other693
Individuals High Net Worth223
Pension Profit Sharing Plans45
Corporations16
Charitable Organizations5

Operations

Employees (total)
6
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
3 advisors → 6 advisors▲ +100%
Primary office
WICHITA KS
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/20/2026
ADV-W filed at
—
Website
wealthalliance.net

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DECKER, GARY, WINFIELD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
DECKER, GARY, WINFIELD
CATLIN, MATTHEW, GLEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WEALTHALLIANCE.NET
Rdap Domain Creation Date
2010-05-27T01:52:55Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
5
Form 5500 Total Compensation
200,849
Form 5500 Compensation Trajectory 3y
2025119,313
202681,536
Form 5500 Plan Count Trajectory 3y
20254
20261
Schedule C Total Compensation
200,849
Schedule C Service Provider Rows
5

SEC EDGAR

Edgar Cik
0001735734
Edgar Registered
Yes
Edgar Filing Count
35
Edgar First Filing Date
2018-04-11
Edgar Last Filing Date
2026-04-09
Edgar 13f Count
34
Edgar 13f Latest AUM Estimate
Filing Date2026-04-09
Accession0002085853-26-000315

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1474
Soi Zip Pct 200k Plus
0.0238
Soi Zip Returns 200k Plus
330
Soi Zip Total AGI
812,042
Fdic Zip Total Deposits
14,112,149,000
Fdic Zip Branch Count
245
Fdic Zip Top Banks
Bank of America, National Association
Equity Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
4
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
10585 E 21ST ST NWICHITA, KS 67206
Business
10585 E 21ST ST NWICHITA, KS 67206
Edgar EIN
823558532
Edgar Recent Filings
13F-HR2026-04-09 · 0002085853-26-000315
13F-HR2026-01-29 · 0002085853-26-000144
Fdic Zip Branches Raw
American National Bank of WichitaWichita, KS
Banker's Bank of Kansas, National AssociationWichita, KS
Fdic Zip HHI
1989.27
Fdic Zip Top Bank Share Pct
32.3
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-05-27T01:52:55Z
Rdap Domain Last Changed
2022-10-04T07:16:04Z
Rdap Nameservers
Ns27.domaincontrol.comNs28.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI55,721
Returns4,220
Stub 2
AGI148,108
Returns4,060
Stub 3
AGI135,767
Returns2,210
Soi Zip Total Business Income
25,240
Soi Zip Total Cap Gains
24,000
Soi Zip Total Dividends
8,236
Soi Zip Total Returns
13,840
Top Owner CRD
3228205
Trust Company Affiliate
No

People (5)

5
DECKER, GARY, WINFIELD
IAR · Direct Owner · 87.5%
3228205
CATLIN, MATTHEW, GLEN
IAR · Direct Owner · 37.5%
5332741
AUSTIN SANDER
IAR
6366308
Dominick John Decker
IAR
6812877
BRUCE R. VAN BEBBER
IAR
2937167