WEALTH TEAMS ALLIANCE INC.
DBA: WEALTH TEAMS ALLIANCE
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $223.9M |
| Discretionary | $223.9M100% of AUM |
| Client Accounts | 985 |
| Avg Account Size | $227K |
| Employees | 27 |
| Peak AUM | $277.6MDec 2022 |
| AUM CAGR | +7.4% /yrover 4 yrs · 12 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $224M | +8.9% | +12.1% | +7.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $223.9M |
| Discretionary | $223.9M |
| Employees | 27 |
| Client Accounts | 985 |
| Client Range | 1-10 |
Contact & Location
Address
15520 ROCKFIELD BLVD
IRVINE CA 92618
Phone
877-282-4768
Filing History
12 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Security Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$224M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Investment AdviserPension Consultant