WEALTHCARE ALLIANCE, INC.
CRD #127470 SEC #801-70306 WESTLAKE VILLAGE, CA 805-446-4600
SEC Registered
Total AUM
$88.8M
Discretionary
$26.2M
Employees
6
Clients
1
Accounts
367
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2012 | $88.8M | $26.2M | $62.6M | 6 | 500 |
| Jun 2012 | $88.8M | $26.2M | $62.6M | 6 | 500 |
| Jun 2012 | $88.8M | $26.2M | $62.6M | 6 | 500 |
| Jun 2012 | $88.8M | $26.2M | $62.6M | 6 | 500 |
| May 2012 | $88.8M | $26.2M | $62.6M | 6 | 500 |
| May 2012 | $88.8M | $26.2M | $62.6M | 6 | 500 |
| Mar 2012 | $88.8M | $26.2M | $62.6M | 6 | 500 |
| Apr 2011 | $99.4M | $24.7M | $74.7M | 10 | -- |
| Mar 2011 | $99.4M | $24.7M | $74.7M | 10 | -- |
| Jun 2010 | $55.5M | $18M | $37.5M | 10 | -- |
| Jan 2010 | $56.2M | $19.4M | $36.9M | 10 | -- |
DateJul 2012
Total AUM$88.8M
Discretionary$26.2M
Non-Disc.$62.6M
Employees6
Clients500
DateJun 2012
Total AUM$88.8M
Discretionary$26.2M
Non-Disc.$62.6M
Employees6
Clients500
DateJun 2012
Total AUM$88.8M
Discretionary$26.2M
Non-Disc.$62.6M
Employees6
Clients500
DateJun 2012
Total AUM$88.8M
Discretionary$26.2M
Non-Disc.$62.6M
Employees6
Clients500
DateMay 2012
Total AUM$88.8M
Discretionary$26.2M
Non-Disc.$62.6M
Employees6
Clients500
DateMay 2012
Total AUM$88.8M
Discretionary$26.2M
Non-Disc.$62.6M
Employees6
Clients500
DateMar 2012
Total AUM$88.8M
Discretionary$26.2M
Non-Disc.$62.6M
Employees6
Clients500
DateApr 2011
Total AUM$99.4M
Discretionary$24.7M
Non-Disc.$74.7M
Employees10
Clients--
DateMar 2011
Total AUM$99.4M
Discretionary$24.7M
Non-Disc.$74.7M
Employees10
Clients--
DateJun 2010
Total AUM$55.5M
Discretionary$18M
Non-Disc.$37.5M
Employees10
Clients--
DateJan 2010
Total AUM$56.2M
Discretionary$19.4M
Non-Disc.$36.9M
Employees10
Clients--