WEALTH TEAMS ALLIANCE
SEC RegisteredPrivate Wealth Management
About the firm
Wealth Teams utilizes conclusions from five Nobel Prize winning research papers to formulate investment strategies, and offers services including investment guidance, tax planning, retirement planning, and legacy planning. All client relationships begin with a no-cost, no-obligation introduction.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment guidance, tax planning, retirement planning, and legacy planning.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 760 | $151M |
| High Net Worth Individuals | 52 | $65M |
11 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
12 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WEALTH TEAMS ALLIANCE has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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