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| Wealth Teams Alliance Inc
✚
|
|
|---|---|
| CRD # | 168907 |
| SEC # | 801-122977 |
| CIK # | |
| AUM | $205.6 M (2025-03-29) |
| Employees | 26 (38% Investors, 8% Brokers) |
| Phone | 877-282-4768 |
| Address | 15520 Rockfield Blvd Irvine, CA 92618 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 730 | 138.1 |
| (b) Individuals (high net worth individuals) | 50 | 60.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 7.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 950 | 205.6 |
| By Discretionary | ||
| Discretionary | 950 | 205.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 950 | 205.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 205.6 | |
| Total | 950 | 205.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
OUR Wealth Guides Inc
✚
|
CA | 0.2 |
|
Myecfo LLC
✚
|
0.2 | |
|
Concorde Financial Resources I Inc
✚
|
NC | 0.2 |
|
Pento Portfolio Strategies LLC
✚
|
FL | 0.2 |
|
Summit Capital Inc
✚
|
OH | 0.2 |
|
Treasure Coast Financial Planning Inc
✚
|
FL | 0.2 |
|
Gragg & Gragg LLP
✚
|
NC | 0.2 |
|
Dumaine Investments LLC
✚
|
LA | 0.2 |
|
Entelechy LLC
✚
|
0.2 | |
|
Nvest Wealth Strategies Inc
✚
|
OH | 0.2 |