WEALTH TEAMS ALLIANCE INC.

WEALTH TEAMS ALLIANCE INC. of IRVINE, CA is an SEC-registered investment adviser (CRD 168907). Regulatory assets under management: $223.9M.

Registration

• CRD: 168907
• SEC file number: 801-122977
• Type: Registered investment adviser
• Location: 15520 ROCKFIELD BLVD, SUITE G, IRVINE, CA, 92618
• Phone: 877-282-4768
• Latest filing: 2026-03-31
• Regulatory AUM: $223.9M
• Discretionary AUM: $223.9M
• Clients: 27
• Accounts: 985

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Corporations.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168907 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search