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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2025
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MILLION, GARY, EDWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLION, GARY, EDWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLION, GARY, EDWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLION, GARY, EDWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLION, GARY, EDWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLION, GARY, EDWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLION, GARY, EDWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLION, GARY, EDWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLION, GARY, EDWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLION, GARY, EDWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLION, GARY, EDWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAKER, GUY, EUGENE | I | MANAGING MEMBER | E | Control |
| BAKER, GUY, EUGENE | I | MANAGING MEMBER | E | Control |
| BAKER, GUY, EUGENE | I | MANAGING MEMBER | E | Control |
| BAKER, GUY, EUGENE | I | MANAGING MEMBER | E | Control |
| BAKER, GUY, EUGENE | I | MANAGING MEMBER | E | Control |
| BAKER, GUY, EUGENE | I | MANAGING MEMBER | E | Control |
| BAKER, GUY, EUGENE | I | MANAGING MEMBER | E | Control |
| BAKER, GUY, EUGENE | I | MANAGING MEMBER | E | Control |
| BAKER, GUY, EUGENE | I | MANAGING MEMBER | E | Control |
| BAKER, GUY, EUGENE | I | MANAGING MEMBER | E | Control |
| BAKER, GUY, EUGENE | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Mar 29, 2025 REGISTERED
Notice Filings (13)
AZ CA FL KS MN NM OH OK OR SC TX WA WI
Address
15520 ROCKFIELD BLVDSUITE G
IRVINE, CA 92618
United States
Phone: 877-282-4768