WE ALLIANCE BLOCKCHAIN MANAGEMENT SOLUTIONS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
ROSEVILLE, California
CRD number
323595

Firm profile

FINTRX

Overview

WE Alliance Blockchain Management Solutions, LLC is organized as a limited liability company with an individual owner. Public filings available in the dataset are sparse: the firm’s SEC registration year is not listed, it is classified as “unclassified,” and it does not identify itself as a capital allocator. It is not flagged as an active ESG investor, is not registered as a multi-state adviser, and is not described as a pension consultant or a related adviser. The firm is recorded under the broad industry label “Other Investment Adviser.” The company name implies a focus on blockchain-related strategies, but filings in the dataset do not provide explicit detail on sector mandates, fee schedules, or day-to-day advisory activities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • SHEILA CRISP

    Chief Compliance OfficerCRD 4405454

  • TERRY WHEELER

    CEOCRD 2163092

Contacts

1 of 1
  • SEBASTIAN SALDARRIAGA

    Managing PartnerCRD 4513307

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ROSEVILLE, CA

PLACER

Location

ROSEVILLE, CA

Headquartered in ROSEVILLE, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area
Sacramento-Roseville, CA
Region
West
County
PLACER
Address
3001 Douglas Blvd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth