Wealth Teams Alliance is an SEC registered investment adviser organized as a corporation with a primary office location in Irvine, CA. Its latest Form ADV filing, dated March 31, 2026, reports $224M in regulatory assets under management, 27 employees, 7 offices, and 985 accounts.
Assets Under Management
$224M
Employees
27
Offices
7 offices
Total Clients
812
Primary office
IRVINE, CA
15520 ROCKFIELD BLVD, SUITE G, IRVINE, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 93.6% of total clients.
Top client categories% of clientsClients
1
Individuals
93.6%
760
2
HNWI
6.4%
52
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$224Mas of March 31, 2026
Discretionary100.0%
$224M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$224M
Total Accounts985
10Y AUM Change+$59M (+35.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees27
Clients per Employee30:1
10Y Employee Change+2 (+8.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.