# Wealth Teams Alliance

Wealth Teams Alliance is a Multi Family Office based in Irvine, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Irvine, United States
- **Region:** North America
- **Address:** Bluffton, SC, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** www.wealth-teams.com
- **LinkedIn:** https://www.linkedin.com/company/wealth-teams-solutions

## Regulatory record

- **CRD number:** 168907
- **SEC file number:** 801-122977
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/168907

## About

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.

## Sectors

- Families and businesses; high net worth families

## 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.

## Related profiles

- [Wealth Strategies Group](https://altss.com/profile/wealth-strategies-group)
- [Wealth Watch Advisors](https://altss.com/profile/wealth-watch-advisors)

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Last updated: 2026-08-11T15:08:32.892Z

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