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WEALTH TEAM LLC
WEALTH TEAM LLC is a state-registered investment adviser. The firm manages approximately $1 million in regulatory assets. It has 1 employee and 1 investment...
Overview
WEALTH TEAM LLC is a state-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.
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.
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.
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