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WEALTHCARE ALLIANCE, INC.
WEALTHCARE ALLIANCE, INC.
WESTLAKE VILLAGE, California
·
1 registered advisor
·
CRD# 127470
SEC# 801-70306
805-446-4600
01
Firm Overview
AUM
$89M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WEALTHCARE ALLIANCE, INC.
1 registered advisor
James Leroy Losey
WESTLAKE VILLAGE, California
CRD# 2148530
05
Office Locations
WESTLAKE VILLAGE, California
1 advisor
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Data sourced from SEC Form ADV filings. WEALTHCARE ALLIANCE, INC. (CRD# 127470) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.