Wealth Teams Alliance Inc.
● SEC registered since 2022CRD 168907SEC# 801-122977Irvine, CA
Reg. AUM
$223.9M
Employees
27
Accounts
985
Location
Irvine, CA
Wealth Teams Alliance Inc. assets under management
Wealth Teams Alliance Inc. is a registered investment adviser overseen by the SEC based in Irvine, CA. The firm has been registered since 2022. It reports $223.9 million in regulatory assets under management and employs 27 people.
Wealth Teams Alliance Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary Edwin Million Control | Chief Compliance Officer | Under 5% | 2017 |
| Guy Eugene Baker Control | Managing Member | Over 75% | 2016 |
Frequently asked questions
How much does Wealth Teams Alliance Inc. manage?
Wealth Teams Alliance Inc. reports $223.9 million in regulatory assets under management on its Form ADV.
How many employees does Wealth Teams Alliance Inc. have?
Wealth Teams Alliance Inc. reports 27 employees.
Where is Wealth Teams Alliance Inc. located?
Wealth Teams Alliance Inc. is based in Irvine, CA and has been SEC-registered since 2022.
Does Wealth Teams Alliance Inc. disclose fund performance?
Wealth Teams Alliance Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 15520 Rockfield Blvd, Suite G, Irvine, CA 92618 |
| Phone | 877-282-4768 |
| Fax | 949-900-0096 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$223.9M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$223.9Mregulatory AUM
Discretionary $223.9M