WEALTH TEAMS ALLIANCE

Overview

Wealth Teams Alliance is an independent registered investment adviser organized as a corporation and first registered with the SEC in 2022. The firm is owned by an individual and focuses on serving individual and family clients. Its fee schedules include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Stated advisory services cover financial planning, portfolio management for individuals and small businesses, publication of periodicals or newsletters, and educational seminars or workshops. The firm is identified as not being an active ESG investor and is not listed as a pension consultant or related adviser. It is also recorded as not being a capital allocator, which aligns with its use of third-party managers rather than managing proprietary alternative funds in-house. Regulatory filings indicate the adviser is not designated as a multi-state adviser, even though its physical presence spans multiple states.

Assets & Accounts

Investments & Alternatives

Location & Offices