The Wealth Alliance Profile - Alaris Acquisitions

The Wealth Alliance

Melville, NY

Website:

https://thewealthalliance.com/

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Melville, NY

Website:

https://thewealthalliance.com/

Leadership Interview

Company Details

Approximate AUM

$2,102,685,089

Fee model

Hybrid Flexible

Number of employees

Custodians

Fidelity - IWS

Fidelity - NFS

PKS

Schwab

Description

The Wealth Alliance, LLC was founded in 2019 by Robert Conzo and Eric Diton, both of whom previously held leadership roles at large financial institutions before establishing the firm as an independent registered investment adviser. Since its inception, The Wealth Alliance has experienced significant growth, marked by a strategic partnership with Wealth Partners Capital Group in November 2024, the expansion of its personnel and technology infrastructure, and the acquisition of an advisory team managing approximately $200 million in assets. The firm’s philosophy centers on providing fiduciary service and personalized advice, with a leadership team that sets a clear tone emphasizing client-first guidance and strict adherence to regulatory obligations. The Wealth Alliance is committed to being perceived in the marketplace as a trusted partner that coordinates investment management, financial planning, and comprehensive wealth management needs for individuals, families, and related clients. Its core value proposition lies in delivering a structured process, transparent communication, and resources that empower clients to make informed decisions, all within a culture defined by fiduciary responsibility and a commitment to client success.

Locations

6501 Congress Avenue Suite 100 Boca Raton, FL 33487

105 Broadhollow Rd Melville, NY 11747

Services Offered

Exit Planning / Investment Banking Services

Executive Compensation Planning

Tax Planning

Family Office Services

Estate Planning

Financial Planning

Portfolio Management

Retirement / Income Planning

Insurance (Employee Benefits)

Insurance

Qualified / Non Qualified Plans

Recent News

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Match confidence

N/a

video Overview

Getting started

00:53

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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management