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Wealth Teams Alliance
The Wealth Teams Alliance is a wealth manager and coach to families and businesses, helping them achieve financial independence and safeguard their legacy.
Overview
The Wealth Teams Alliance is a wealth manager and coach to families and businesses, helping them achieve financial independence and safeguard their legacy. It analyzes clients' current situations, assesses risk, and helps modify portfolios for peace of mind. It uses research-based, evidence-based investment methodology to reduce volatility and support long-term returns and stable retirement income. WEALTH TEAMS ALLIANCE was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-09-16, it reported 27 employees; 985 advisory accounts; services including Educational seminars and workshops, Financial planning, Portfolio management for individuals and small businesses, Publication of periodicals or newsletters; client categories including Charitable organizations, High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
Multi Family Office
Year founded
2022
Location
Region
North America
Country
United States
City
Irvine
Corporate office
Bluffton, SC, United States
Sector focus
Frequently asked questions
Does Wealth Teams Alliance disclose its assets under advisement?
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.
Where is Wealth Teams Alliance located, and where do its clients reside?
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.
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