Wealth Teams Alliance
Wealth Teams Alliance is an SEC-registered mass-market adviser in Irvine, CA with $223.9M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Wealth Teams Alliance: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 168907, SEC 801-122977, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $223.9M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Irvine, CA
- Employees
- 27
- Clients
- 812
- CRD
- 168907
- Ownership
- BAKER, GUY, EUGENE; MILLION, GARY, EDWIN
How much AUM does Wealth Teams Alliance have?
Wealth Teams Alliance reported $223.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Wealth Teams Alliance?
Disclosed owners and executives of Wealth Teams Alliance include BAKER, GUY, EUGENE, MILLION, GARY, EDWIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.