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WEALTH TEAMS ALLIANCE
15520 Rockfield Blvd
Suite G
Irvine, California 92618
Tel: 877-282-4768
About WEALTH TEAMS ALLIANCE
WEALTH TEAMS ALLIANCE, formally registered with the SEC as WEALTH TEAMS ALLIANCE. The firm was established in 01/03/2022. They have over 9 offices throughout the country.
WEALTH TEAMS ALLIANCE is a Irvine, California based Financial Planning firm with nearly $199,313,862 assets under management, offering retirement planning & investment advisory services to 912 clients. The firm is staffed with 26 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168907 |
| SEC# | 801-122977 |
| Assets Managed by Firm | $199,313,862 |
| No. of Clients | 912 |
| No. of Advisors | 26 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 912 | $199,313,862 |
| Individuals (other than high net worth individuals) | 710 | $125,789,516 |
| High net worth individuals | 45 | $55,000,000 |
| Pension and profit sharing plans | 12 | $11,524,346 |
| Charitable organizations | 7 | $7,000,000 |
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