WALLACE ADVISORY GROUP, LLC
SEC file number 801-106666
· LAFAYETTE, CA
https://wallacefoundation.org ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$225M
Discretionary AUM
$225M
Employees
2
Clients
2
Firm
- Address
- 3658 MOUNT DIABLO BOULEVARD
LAFAYETTE, CA 94549 - Phone
- —
- Website
- https://wallacefoundation.org
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- Fisher Wallace Laboratories, Inc. Low name-match confidence · CIK 1787792 · OH
- W23, a series of Collin Wallace Funds, LP Low name-match confidence · CIK 1970421 · WA
- Wallace 97 Holdings LLC Low name-match confidence · CIK 2145325 · WY
- Wallace Auto Group LLC Low name-match confidence · CIK 2073625 · VA
- Wallace Hart Momentum Fund, LP Low name-match confidence · CIK 1844851 · KY
- Wallace Hart Momentum Offshore Fund, LP Low name-match confidence · CIK 1874460 · KY
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Wallace 97 Holdings LLC · D · Jul 31, 2026$925K
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Wallace Hart Momentum Offshore Fund, LP · D/A · Jul 24, 2026
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Wallace Hart Momentum Fund, LP · D/A · Mar 20, 2026
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Wallace Hart Momentum Offshore Fund, LP · D/A · Jul 22, 2025
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Wallace Auto Group LLC · D · Jun 18, 2025$2.4M
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Fisher Wallace Laboratories, Inc. · D · Jun 13, 2025$5M
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Wallace Hart Momentum Fund, LP · D/A · Mar 21, 2025
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W23, a series of Collin Wallace Funds, LP · D/A · Jan 22, 2025$3M