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| Keyboard |
| Wealth Teams Alliance Inc
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|---|---|
| CRD # | 168907 |
| SEC # | 801-122977 |
| CIK # | |
| AUM | 223.9 M (2026-03-31) |
| Employees | 27 (44% Investors, 4% 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) | 760 | 151.4 |
| (b) Individuals (high net worth individuals) | 52 | 65.0 |
| (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 | 985 | 223.9 |
| By Discretionary | ||
| Discretionary | 985 | 223.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 985 | 223.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 223.9 | |
| Total | 985 | 223.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 11 |
| Serves | Retail, Research |
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|---|---|---|
|
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✚
|
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|
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✚
|
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|
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|
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|
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|
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|
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|
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|
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|
Delta Advisory Group Inc
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|
FL | 216.3 M |
|
Gragg & Gragg LLP
✚
|
NC | 215.4 M |