Managers/Private credit/California/WE Alliance Wealth Advisors

WE Alliance Wealth Advisors

WE Alliance Wealth Advisors is a private credit and private equity manager in Roseville, CA. It is registered with the SEC as an investment adviser with $233.1M in regulatory assets and 8 staff. It has 3 funds on file, the latest reported in February 2023.

Funds on file
3
Raised, all funds
None yet
Regulatory assets
$233.1M
Staff
8
Pension investors
None found
See the adviser's own filing →

Latest fund filing

Funds

DateFundTypeRaisedTarget
Feb 2023 WE Alliance Real Estate & Distressed Debt Opportunity Fund, LLC Private credit $0 Not given
Jul 2022 WE Alliance Blockchain Innovation Fund, LLC Private equity $0 $25M
Apr 2022 WE Alliance Structured Aggressive Growth Fund, LLC Private equity $0 $25M

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$233.1M
Employees8
Clients235 individuals and 30 wealthy individuals.
Control personsTerry, Dean Wheeler, Matthew, Donald Williams.