WEALTH TEAMS ALLIANCE INC.
Doing business as WEALTH TEAMS ALLIANCE. SEC Form ADV profile.
Total regulatory AUM
$223,889,000
Discretionary
$223,889,000
Non-discretionary
$0
Firm details
- CRD number
- 168907
- SEC file number
- 801-122977
- Main office
- IRVINE, CA, United States
- Employees
- 27
- SEC status
- Approved
- Website
- https://www.wealth-teams.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of November 2026.