The Wealth Management Alliance LLC

The Wealth Management Alliance LLC (CRD# 169026) is a financial advisory firm headquartered in Mount Pleasant, SC. They manage $73,632,451 in 187 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    187
    ACCOUNTS
  • Average Account Value
    $393,756
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, SC, TX

Financial Advisors at The Wealth Management Alliance LLC
Showing 1 - 3 of 3 top financial advisors.
1
Donald A. Bailey
CRD#: 717333
654 Coleman Blvd., Suite 202, Mount Pleasant, SC 29464
93
Wealthminder
score

Donald Bailey (CRD# 717333) is an Investment Advisor Representative working at The Wealth Management Alliance LLC in Mount Pleasant, SC and has over 35 years of experience in the finance industry.

2
Stephanie F. Mackara
CRD#: 2758274
654 Coleman Blvd., Suite 202, Mount Pleasant, SC 29464
93
Wealthminder
score

Stephanie Mackara (CRD# 2758274) is an Investment Advisor Representative working at The Wealth Management Alliance LLC in Mount Pleasant, SC and has over 19 years of experience in the finance industry.

3
Erica R. Smith
CRD#: 5548087
654 Coleman Blvd., Suite 202, Mount Pleasant, SC 29464
90
Wealthminder
score

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.

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