The Wealth Alliance, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

305052

SEC number

801-117251

Firm type

RIA

Assets under management

$2.1B as of Apr 30, 2026

Website

www.facebook.com/TheWealthAlliance ↗

Phone

(631) 670-0682

Address

105 Broadhollow Road, Melville, NY, 11747

Advisors at this firm

12 in our index · page 1 of 1

• Paul Clifford CamhiCRD 4611529 · Melville, NY
  IA RegisteredBroker
• Seth Lawrence CohanCRD 1539843 · Melville, NY
  IA RegisteredBroker
• Robert Joseph ConzoCRD 4136827 · Melville, NY
  IA RegisteredBroker
• Eric Andrew DitonCRD 1437621 · Boca Raton, FL
  IA RegisteredBroker
• Adam Spencer DitonCRD 6211131 · Melville, NY
  IA RegisteredBroker
• William George FraneyCRD 2615090 · Melville, NY
  IA Registered
• John Christopher GreinerCRD 7143122 · Melville, NY
  IA RegisteredBroker
• Shawn Edward KlotscheCRD 6573897 · Melville, NY
  IA RegisteredBroker
• Gregory J LethbridgeCRD 7995085 · Melville, NY
  IA Registered
• Hanna M SheppardCRD 7270841 · Melville, NY
  IA RegisteredRegistration inactive
• Peter Edward SilberCRD 2828456 · Mellville, NY
  IA RegisteredBroker
• Matthew Phillip ThomsonCRD 7276251 · Melville, NY
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.