The Wealth Management Alliance LLC
The Wealth Management Alliance LLC (CRD# 169026) is a financial advisory firm headquartered in Mount Pleasant, SC. They manage $79,883,002 in 186 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management80MILLION
Total Number of Accounts186ACCOUNTS
Average Account Value$429,479
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
GA, SC, TX
Stephanie Mackara (CRD# 2758274) is an Investment Advisor Representative working at The Wealth Management Alliance LLC in Mount Pleasant, SC and has over 21 years of experience in the finance industry.
Erica Smith (CRD# 5548087) is an Investment Advisor Representative working at The Wealth Management Alliance LLC in Mount Pleasant, SC and has 1 year of experience in the finance industry. Erica Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.