Wealth Teams Alliance
Wealth Teams Alliance (CRD# 168907) is a financial advisory firm headquartered in Irvine, CA. They manage $158,869,733 in 875 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management159MILLION
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Total Number of Accounts875ACCOUNTS
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Average Account Value$181,565
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, FL, KS, NM, OH, OK, OR, TX, WA, WI
Michael Alongi (CRD# 5780527) is an Investment Advisor Representative working at Wealth Teams Alliance in Irvine, CA and has over 13 years of experience in the finance industry.
Guy Baker (CRD# 10716) is an Investment Advisor Representative working at Wealth Teams Alliance in Irvine, CA and has over 34 years of experience in the finance industry.
Shannon Black (CRD# 4734157) is an Investment Advisor Representative working at Wealth Teams Alliance in Spicewood, TX and has over 20 years of experience in the finance industry.
Timothy Latimer (CRD# 6485349) is an Investment Advisor Representative working at Wealth Teams Alliance in Irvine, CA and has over 8 years of experience in the finance industry.
Jae Lee (CRD# 6232749) is an Investment Advisor Representative working at Wealth Teams Alliance in Torrance, CA and has over 6 years of experience in the finance industry.
Joshua Oronce (CRD# 6691914) is an Investment Advisor Representative working at Wealth Teams Alliance in Irvine, CA and has over 7 years of experience in the finance industry.
Dane Petchul (CRD# 5377118) is an Investment Advisor Representative working at Wealth Teams Alliance in Irvine, CA and has over 9 years of experience in the finance industry.
Michael Taylor (CRD# 1018877) is an Investment Advisor Representative working at Wealth Teams Alliance in Corbett, OR and has over 39 years of experience in the finance industry.
Keith Conley (CRD# 7086123) is an Investment Advisor Representative working at Wealth Teams Alliance in Irvine, CA and has over 4 years of experience in the finance industry.