THE WEALTH MANAGEMENT ALLIANCE LLC
CRD #169026 SEC #801-113125 SAN JOSE, CA (800) 366-7266
SEC Registered
Total AUM
$99.2M
Discretionary
$0
Employees
4
Clients
1
Accounts
208
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2018 | $99.2M | $0 | $99.2M | 4 | 4 |
| Jan 2014 | $65.1M | $0 | $65.1M | 4 | 0 |
| Oct 2013 | $0 | $0 | $0 | 3 | 0 |
DateApr 2018
Total AUM$99.2M
Discretionary$0
Non-Disc.$99.2M
Employees4
Clients4
DateJan 2014
Total AUM$65.1M
Discretionary$0
Non-Disc.$65.1M
Employees4
Clients0
DateOct 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0