Wealth Teams Alliance

It functions as a multi-family office built on a cooperative model. Rather than centralizing all capital under one balance sheet, the firm connects independent wealth-management teams that share due-diligence, manager-access, and operational resources while each team retains its own client base.

Member advisory teams collectively evaluate fund commitments, direct co-investments, and alternative allocations. By pooling demand, the group can negotiate fee terms and minimums that a single-family office of comparable size typically could not secure on its own.

No. The firm has not publicly reported total assets under advisement, deployment figures, or the aggregate net worth of its member families. Its structure makes a single AUM number difficult to define, since each member team maintains its own advisory relationships.

The firm is headquartered in Bluffton, South Carolina. While its core relationships are concentrated in the Southeastern United States, the cooperative model's shared-manager access extends sourcing to national private-market fund managers and direct opportunities beyond the region.

Unlike a roll-up RIA, member teams do not merge their books of business or adopt a unified brand; they retain client-relationship autonomy. Unlike a traditional multi-family office — which typically houses all advisors under one ADV and one profit center — Wealth Teams Alliance operates as a shared-services platform distributed across independent teams.