WEALTH TEAMS ALLIANCE INC.
Legal name: WEALTH TEAMS ALLIANCE
CRD #168907 SEC #801-122977 IRVINE, CA 877-282-4768
SEC Registered
Total AUM
$205.6M
Discretionary
$205.6M
Employees
26
Clients
10
Accounts
950
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $205.6M | $205.6M | $0 | 26 | 40 |
| Mar 2025 | $205.6M | $205.6M | $0 | 26 | 40 |
| Dec 2024 | $199.3M | $199.3M | $0 | 26 | 22 |
| May 2024 | $199.3M | $199.3M | $0 | 26 | 22 |
| Apr 2024 | $199.3M | $199.3M | $0 | 26 | 22 |
| Mar 2024 | $199.3M | $199.3M | $0 | 26 | 22 |
| Dec 2023 | $158.9M | $158.9M | $0 | 13 | 0 |
| Mar 2023 | $158.9M | $158.9M | $0 | 13 | 0 |
| Dec 2022 | $277.6M | $277.6M | $0 | 25 | 0 |
| Apr 2022 | $246.8M | $246.8M | $0 | 25 | 0 |
| Dec 2021 | $165.3M | $165.3M | $0 | 25 | 0 |
DateMar 2025
Total AUM$205.6M
Discretionary$205.6M
Non-Disc.$0
Employees26
Clients40
DateMar 2025
Total AUM$205.6M
Discretionary$205.6M
Non-Disc.$0
Employees26
Clients40
DateDec 2024
Total AUM$199.3M
Discretionary$199.3M
Non-Disc.$0
Employees26
Clients22
DateMay 2024
Total AUM$199.3M
Discretionary$199.3M
Non-Disc.$0
Employees26
Clients22
DateApr 2024
Total AUM$199.3M
Discretionary$199.3M
Non-Disc.$0
Employees26
Clients22
DateMar 2024
Total AUM$199.3M
Discretionary$199.3M
Non-Disc.$0
Employees26
Clients22
DateDec 2023
Total AUM$158.9M
Discretionary$158.9M
Non-Disc.$0
Employees13
Clients0
DateMar 2023
Total AUM$158.9M
Discretionary$158.9M
Non-Disc.$0
Employees13
Clients0
DateDec 2022
Total AUM$277.6M
Discretionary$277.6M
Non-Disc.$0
Employees25
Clients0
DateApr 2022
Total AUM$246.8M
Discretionary$246.8M
Non-Disc.$0
Employees25
Clients0
DateDec 2021
Total AUM$165.3M
Discretionary$165.3M
Non-Disc.$0
Employees25
Clients0