WEALTHCARE ALLIANCE, INC.

WEALTHCARE ALLIANCE, INC. of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser (CRD 127470). Regulatory assets under management: $88.8M.

Registration

• CRD: 127470
• SEC file number: 801-70306
• Type: Registered investment adviser
• Location: 2629 TOWNSGATE ROAD, SUITE 245, WESTLAKE VILLAGE, CA, 91361
• Phone: 805-446-4600
• Latest filing: 2012-07-03
• Regulatory AUM: $88.8M
• Discretionary AUM: $26.2M
• Non-discretionary AUM: $62.6M
• Clients: 6
• Accounts: 367

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 127470 on SEC IAPD (source of record)
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