# THE WEALTH MANAGEMENT ALLIANCE LLC

THE WEALTH MANAGEMENT ALLIANCE LLC of SAN JOSE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 169026
- Type: SEC-registered investment adviser
- SEC file number: 801-113125
- Location: 10 ALMADEN BLVD., 15TH FLOOR, SAN JOSE, CA, 95113
- Phone: (800) 366-7266
- Latest filing: 2018-04-02
- Regulatory AUM: $99.2M
- Non-discretionary AUM: $99.2M
- Clients: 4
- Accounts: 208

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| POTTS ALEXANDER BENNETT | CHIEF EXECUTIVE OFFICER; PRESIDENT & CHIEF EXECUTIVE OFFICER | — |
| REINHARD ELI | SHAREHOLDER; TRUSTEE | — |
| CLINTON MICHAEL RAY | CHIEF FINANCIAL OFFICER | — |
| STANLEY CHRISTOPHER DANA | CHIEF COMPLIANCE OFFICER | — |
| DJEU DEBORAH DAPHNE | CHIEF COMPLIANCE OFFICER | — |
| LEE HOWARD HOA | CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169026/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169026/similar
- Related entities: https://search.stillhousedata.com/firm/169026/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169026

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.