Wealthcare Alliance, Inc.
Wealthcare Alliance, Inc. (CRD# 127470) is a financial advisory firm headquartered in Westlake Village, CA. They manage $77,895,463 in 464 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management78MILLION
Total Number of Accounts464ACCOUNTS
Average Account Value$167,878
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
James Losey (CRD# 1245826) is an Investment Advisor Representative working at Wealthcare Alliance, Inc. in Westlake Village, CA and has over 32 years of experience in the finance industry.
Susan Losey (CRD# 1910635) is an Investment Advisor Representative working at Wealthcare Alliance, Inc. in Westlake Village, CA and has over 13 years of experience in the finance industry.