WEALTH TEAMS ALLIANCE INC.

WEALTH TEAMS ALLIANCE
IRVINE, California·1 registered advisor·CRD# 168907
SEC# 801-1229778877-282-4768
01

Firm Overview

AUM
$199M
Regulatory assets under management
Employees
26
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WEALTH TEAMS ALLIANCE INC.

1 registered advisor
Guy Eugene Baker
IRVINE, California
05

Office Locations

IRVINE, California
1 advisor

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Data sourced from SEC Form ADV filings. WEALTH TEAMS ALLIANCE INC. (CRD# 168907) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.