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WEALTH TEAM LLC
WEALTH TEAM LLC is an SEC-registered investment adviser. The firm manages approximately $1 million in regulatory assets. It has 1 employee and 1 investment...
WEALTH TEAM LLC
WEALTH TEAM LLC is an SEC-registered investment adviser. The firm manages approximately $1 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Principals
Mark Anthony
President
Sector focus
Frequently asked questions
Who runs investment decisions at WEALTH TEAM LLC?
Mark Anthony serves as President of WEALTH TEAM LLC, based on public records. The firm has not disclosed its full investment committee or decision-making structure.
Is WEALTH TEAM LLC structured as a single or multi-family office?
Based on its name and available public records, WEALTH TEAM LLC operates as a multi-family office. It likely serves a limited number of high-net-worth families, though its client base is not publicly disclosed.
What investment services does WEALTH TEAM LLC provide?
The firm provides wealth management, financial planning, and investment advisory services. Specific asset-class allocations or direct investment strategies are not publicly documented.
How does WEALTH TEAM LLC source proprietary deal flow?
The firm has not publicly discussed its deal-sourcing methodology. As a multi-family office, it may rely on internal networks or external advisors, but no specific details are available in public records.
Does WEALTH TEAM LLC participate in fund commitments or only direct deals?
The firm's investment vehicle preferences are not disclosed. Without public filings or announcements, it is not possible to confirm whether they engage in fund commitments, direct investments, or co-investments.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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