Overview
Assets Under Management: $206 million
Headquarters: IRVINE, CA
High-Net-Worth Clients: 50
Average Client Assets: $1 million
Frequently Asked Questions
WEALTH TEAMS ALLIANCE INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168907), WEALTH TEAMS ALLIANCE INC. is subject to fiduciary duty under federal law.
WEALTH TEAMS ALLIANCE INC. is headquartered in IRVINE, CA.
WEALTH TEAMS ALLIANCE INC. serves 50 high-net-worth clients according to their SEC filing dated March 29, 2025. View client details ↓
According to their SEC Form ADV, WEALTH TEAMS ALLIANCE INC. offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
WEALTH TEAMS ALLIANCE INC. manages $206 million in client assets according to their SEC filing dated March 29, 2025.
According to their SEC Form ADV, WEALTH TEAMS ALLIANCE INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 29.19
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 950
Discretionary Accounts: 950
Regulatory Filings
CRD Number: 168907
Filing ID: 1972694
Last Filing Date: 2025-03-29 17:58:00
Website: https://btagroup.net