SEC Form ADV

WEALTH TEAMS ALLIANCE

Registered Investment AdviserCA
$223.9M
Assets Under Management
985
Total Clients
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Registration Details

Accession
CRD-168907
Location
IRVINE, CA
Filing Date
March 31, 2026
AUM
$223.9M
Total Clients
985
Amendment
No

About this Adviser

WEALTH TEAMS ALLIANCE is a registered investment adviser headquartered in IRVINE, CA, managing approximately $223.9M in assets across 985 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.