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WEALTH TEAMS ALLIANCE

WEALTH TEAMS ALLIANCE INC.

CRD 168907 · SEC 801-122977

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15520 ROCKFIELD BLVD, SUITE G, IRVINE, CA, 92618, United States

Phone

877-282-4768

Fax

949-900-0096

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$223.9M

Discretionary AUM

$223.9M

Team

27 total employees; 12 advisory reps; 11 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars

Client types

TypeClientsAUM
Individuals760$151.4M
High net worth individuals52$65.0M

States served

AZ, CA, KS, MN, NJ, NM, OH, OK, OR, SC, WI, WA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD