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).

By the Numbers
  • Total Assets Under Management
    159
    MILLION
  • Total Number of Accounts
    875
    ACCOUNTS
  • Average Account Value
    $181,565
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, KS, NM, OH, OK, OR, TX, WA, WI

Financial Advisors at Wealth Teams Alliance
Showing 1 - 9 of 9 top financial advisors.
1
Michael F. Alongi
CRD#: 5780527
16755 Von Karman, #200, Irvine, CA 92618

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.

2
Guy E. Baker
CRD#: 10716
15520 Rockfield Blvd, Suite G, Irvine, CA 92618

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.

3
Shannon J. Black
CRD#: 4734157
Spicewood, TX

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.

4
Timothy E. Latimer
CRD#: 6485349
15520 Rockfield Blvd, Suite G, Irvine, CA 92618

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.

5
Jae S. Lee
CRD#: 6232749
25550 Hawthorne Blvd., Suite 304, Torrance, CA 90505

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.

6
Joshua Oronce
CRD#: 6691914
15520 Rockfield Blvd, Suite G, Irvine, CA 92618

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.

7
Dane A. Petchul
CRD#: 5377118
16755 Von Karman Ave, Suite 200, Irvine, CA 92606

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.

8
Michael D. Taylor
CRD#: 1018877
Corbett, OR

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.

9
Keith Conley
CRD#: 7086123
15520 Rockfield Blvd, Suite G, Irvine, CA 92618

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.

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