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Wealth Teams Alliance Inc.

● SEC registered since 2022CRD 168907SEC# 801-122977Irvine, CA
Export (members)
Reg. AUM
$205.6M
Employees
26
Accounts
950
Location
Irvine, CA

Wealth Teams Alliance Inc. assets under management

Wealth Teams Alliance Inc. is a registered investment adviser overseen by the SEC based in Irvine, CA. The firm has been registered since 2022. It reports $205.6 million in regulatory assets under management and employs 26 people.
www.wealth-teams.comView on SEC.gov ↗

Wealth Teams Alliance Inc. owners & executives

2 reported
NameTitleOwnershipSince
Gary Edwin Million ControlChief Compliance OfficerUnder 5%2017
Guy Eugene Baker ControlManaging MemberOver 75%2016

Frequently asked questions

How much does Wealth Teams Alliance Inc. manage?

Wealth Teams Alliance Inc. reports $205.6 million in regulatory assets under management on its Form ADV.

How many employees does Wealth Teams Alliance Inc. have?

Wealth Teams Alliance Inc. reports 26 employees.

Where is Wealth Teams Alliance Inc. located?

Wealth Teams Alliance Inc. is based in Irvine, CA and has been SEC-registered since 2022.

Does Wealth Teams Alliance Inc. disclose fund performance?

Wealth Teams Alliance Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address15520 Rockfield Blvd, Suite G, Irvine, CA 92618
Phone877-282-4768
Fax949-900-0096
Office hoursBy Appointment
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$205.6M
Non-discretionary$0
Total (RAUM)$205.6M