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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WE ALLIANCE WEALTH ADVISORS, INC.

CRD 175405

ROSEVILLE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:726faa99-682f-2fc4-e3df-cf7cb5fcfa4c

Data as of Jul 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 4
On other graphs: 0
Observed: May 9, 2018 to Jul 29, 2026
25 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $233MItem 5.F on the latest filing (2026-07-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $230M
Private client RAUM: $233MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $77.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 265
Individual clients: 235
High net worth clients: 30
SEC number: 801-113406
CRD: 175405
Filings on the tape: 25
First filed: May 9, 2018
Latest filed: Jul 29, 2026
Organised: Corporation, NV
Website: weriaadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TERRY DEAN WHEELER	Certified Financial Planner	ROSEVILLE, CA	11	35	4	no
Justin Riley Bougher	n/a	ROSEVILLE, CA	7	10	n/a	no
Rodney Kent Thompson	n/a	ROSEVILLE, CA	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
WHEELER, TERRY, DEAN	Ceo	E	yes	01/2015	May 9, 2018	May 16, 2024
WILLIAMS, MATTHEW, DONALD	CHIEF COMPLIANCE OFFICER	Na	yes	07/2023	Mar 8, 2024	May 16, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
STRATEGIC WEALTH LEGAL ADVISORS, INC.	n/a	n/a	n/a	N	yes	n/a
WE ALLIANCE INSTITUTIONAL, LLC	n/a	n/a	n/a	N	yes	n/a
WE ALLIANCE INSURANCE SOLUTIONS, INC.	n/a	n/a	n/a	N	yes	n/a
WE ALLIANCE STRATEGIC MANAGEMENT SERVICES, LLC	n/a	n/a	n/a	N	yes	n/a
WE ALLIANCE TACTICAL MANAGERS, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 8 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 17, 2026	$233M	$230M	9	4	n/a	n/a
2024	Apr 29, 2025	$207M	$204M	7	6	n/a	n/a
2023	Mar 12, 2024	$197M	$196M	7	6	n/a	n/a
2022	Mar 13, 2023	$197M	$195M	7	6	n/a	n/a
2021	Mar 31, 2022	$174M	$157M	7	6	n/a	n/a
2020	Apr 30, 2021	$156M	$156M	7	3	n/a	n/a
2019	Mar 12, 2020	$156M	$156M	6	2	n/a	n/a
2018	Feb 12, 2019	$143M	$143M	3	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	33.3%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$233M	$207M	12.8%	$197M	5.8%	8	7	0	0

Relationships

Registered with (4)

← Rodney Kent ThompsonAdvisorregistration: current employment
Sep 24, 2025 to presentfactForm ADV
← Justin Riley BougherAdvisorregistration: current employment
Feb 8, 2019 to presentfactForm ADV
← TERRY DEAN WHEELERAdvisorregistration: current employment
Jul 20, 2015 to presentfactForm ADV
← GABRIEL DAVID RODRIGUEZAdvisorregistration: previous registration
Jul 1, 2020 to Dec 8, 2025factForm ADV

Controls (2)

← WHEELER, TERRY, DEANOwnerCEO, ownership code E, individual
May 9, 2018 to May 16, 2024factForm ADV
← WILLIAMS, MATTHEW, DONALDOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 8, 2024 to May 16, 2024factForm ADV

Dated events

Occurred
Dec 8, 2025
Advisor changed firm
Gabriel David Rodriguez left We Alliance Wealth Advisors, Inc. for Cambridge Investment Research Advisors, Inc. (registered 2025-12-04)
Form ADVobserved 5 days ago
Occurred
Mar 8, 2024
Control person joined
Donald Matthew Williams (Chief Compliance Officer) appeared on Schedule A of We Alliance Wealth Advisors, Inc.
Form ADVobserved 5 days ago
Occurred
Mar 8, 2024
Control person left
Gail Sheila Crisp (Chief Compliance Officer) no longer on Schedule A of We Alliance Wealth Advisors, Inc. (listed 2024-02-09, absent 2024-03-08)
Form ADVobserved 5 days ago
Occurred
May 9, 2018
First Form ADV filing
We Alliance Wealth Advisors, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:726faa99-682f-2fc4-e3df-cf7cb5fcfa4c
First observed: May 9, 2018
Last observed: Jul 29, 2026 53 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WE ALLIANCE WEALTH ADVISORS, INC.

CRD 175405

ROSEVILLE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:726faa99-682f-2fc4-e3df-cf7cb5fcfa4c

Data as of Jul 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:20 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TERRY DEAN WHEELER

Certified Financial Planner

ROSEVILLE, CA

Justin Riley Bougher

n/a

ROSEVILLE, CA

n/a

Rodney Kent Thompson

n/a

ROSEVILLE, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WHEELER, TERRY, DEAN

Ceo

yes

01/2015

May 9, 2018

May 16, 2024

WILLIAMS, MATTHEW, DONALD

CHIEF COMPLIANCE OFFICER

yes

07/2023

Mar 8, 2024

May 16, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

STRATEGIC WEALTH LEGAL ADVISORS, INC.

n/a

yes

n/a

WE ALLIANCE INSTITUTIONAL, LLC

n/a

yes

n/a

WE ALLIANCE INSURANCE SOLUTIONS, INC.

n/a

yes

n/a

WE ALLIANCE STRATEGIC MANAGEMENT SERVICES, LLC

n/a

yes

n/a

WE ALLIANCE TACTICAL MANAGERS, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 17, 2026

$233M

$230M

n/a

2024

Apr 29, 2025

$207M

$204M

n/a

2023

Mar 12, 2024

$197M

$196M

n/a

2022

Mar 13, 2023

$197M

$195M

n/a

2021

Mar 31, 2022

$174M

$157M

n/a

2020

Apr 30, 2021

$156M

n/a

2019

Mar 12, 2020

$156M

n/a

2018

Feb 12, 2019

$143M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

33.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$233M

$207M

12.8%

$197M

5.8%