Wealthcare Alliance, Inc.

Wealthcare Alliance, Inc. (CRD# 127470) is a financial advisory firm headquartered in Westlake Village, CA. They manage $58,874,244 in 586 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    586
    ACCOUNTS
  • Average Account Value
    $100,468
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

CA

Financial Advisors at Wealthcare Alliance, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Victoria Marie
CRD#: 4163318
2629 Townsgate Road, Suite 245, Westlake Village, CA 91361
96
Wealthminder
score

Victoria Marie (CRD# 4163318) is an Investment Advisor Representative working at Wealthcare Alliance, Inc. in Westlake Village, CA and has over 16 years of experience in the finance industry. Victoria Marie 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.

2
James L. Losey
CRD#: 1245826
2629 Townsgate Road, Suite 245, Westlake Village, CA 91361
93
Wealthminder
score

James Losey (CRD# 1245826) is an Investment Advisor Representative working at Wealthcare Alliance, Inc. in Westlake Village, CA and has over 30 years of experience in the finance industry.

3
Susan L. Losey
CRD#: 1910635
2629 Townsgate Road, Suite 245, Westlake Village, CA 91361
93
Wealthminder
score

Susan Losey (CRD# 1910635) is an Investment Advisor Representative working at Wealthcare Alliance, Inc. in Westlake Village, CA and has over 12 years of experience in the finance industry.

4
Cal H. Steinberg
CRD#: 4188781
2629 Townsgate Road, Suite 245, Westlake Village, CA 91361
93
Wealthminder
score

Cal Steinberg (CRD# 4188781) is an Investment Advisor Representative working at Wealthcare Alliance, Inc. in Westlake Village, CA and has over 16 years of experience in the finance industry.

5
Salvatore P. Viso
CRD#: 2748247
2629 Townsgate Road, Suite 245, Westlake Village, CA 91361
93
Wealthminder
score

Salvatore Viso (CRD# 2748247) is an Investment Advisor Representative working at Wealthcare Alliance, Inc. in Westlake Village, CA and has over 20 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.