Western Alliance Bank
$40.4M reported client assets across 2 advisory firms in FY2024 annual amendments
Reported client assets over time
$2.7M
$44.0M
2019
2024
Same-firm comparison: 2 firms that reported Western Alliance Bank in both FY2023 and FY2024 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2019 is shown but partial — only FY2019: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Pan Global Advisers, Llc | $20.9M | $226M | 9.2% | 03/31/2025 |
| Tax Efficient Asset Management Solution, Inc. | $19.5M | $115M | 17.0% | 03/31/2025 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.