Wallace Advisory Group, LLC
Wallace Advisory Group, LLC is an SEC-registered ria in Lafayette, CA with $269.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Wallace Advisory Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 281049, SEC 801-106666, data through 2026-01-27.
- AUM (assets under management / regulatory AUM)
- $269.5M (2026-01-27)
- Firm type
- Ria
- Location
- Lafayette, CA
- Employees
- 4
- Clients
- 87
- CRD
- 281049
- Ownership
- WALLACE, CRAIG; WALLACE, JOSEPH, WILLIAM; Wallace, Craig, Stephen
How much AUM does Wallace Advisory Group, LLC have?
Wallace Advisory Group, LLC reported $269.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-27).
Who owns Wallace Advisory Group, LLC?
Disclosed owners and executives of Wallace Advisory Group, LLC include WALLACE, CRAIG, WALLACE, JOSEPH, WILLIAM, Wallace, Craig, Stephen. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.