Wealth Alliance Advisory Group, Llc
- Regulatory AUM
- $979M
- Discretionary
- $957M
- Clients
- 982
- Avg AUM / client
- $997K
- Accounts
- 982
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Jun 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 693 | $209M | 21.3% |
| High net worth individuals | 223 | $546M | 55.8% |
| Pension and profit sharing plans | 45 | $157M | 16.0% |
| Charitable organizations | 5 | $32.1M | 3.28% |
| Corporations and other businesses | 16 | $35.5M | 3.63% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Axiom 401(k) Plan Axiom Healthcare Services, Llc | 2024 | |
| Hinkle Law Firm Llc 401(k) Employee Benefit Plan Hinkle Law Firm Llc | 2024 | |
| Oxford Management Group, Llc 401(k) Plan Oxford Management Group, Llc | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gary Winfield Decker | Managing Member And Chief Executive Officer | Nov 2017 (9y) | 75% or more | |
| Matthew Glen Catlin | Member, Chief Compliance Officer, Chief Investment Officer | Nov 2017 (9y) | 25% – 50% | |
| Bruce R. Van Bebber | Registered representative | Nov 2017 (9y) | ||
| Austin Sander | Registered representative | Jan 2022 (5y) | ||
| Dominick John Decker | Registered representative | May 2024 (2y) | ||
| Clark Cary Armor | Registered representative | May 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Axiom 401(k) Plan | Axiom Healthcare Services, Llc | 903 | $5.5M | 01/01/2024 |
| Hinkle Law Firm Llc 401(k) Employee Benefit Plan | Hinkle Law Firm Llc | 122 | $40.8M | 01/01/2024 |
| Oxford Management Group, Llc 401(k) Plan | Oxford Management Group, Llc | 624 | $2.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/03/2026 | 981 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $822M (84% of AUM) Jun 2026
- Fidelity Investments Institutional Services Company, Inc. $290M (100% of AUM) Nov 2019
- Fidelity Distributors Company Llc $290M (55% of AUM) Feb 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 03, 2026.
View current Form ADV (SEC/IAPD) ↗