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THE WEALTH MANAGEMENT ALLIANCE LLC
SAN JOSE, CA
(800) 366-7266
SEC #801-113125Total AUM
$99.2M
Employees
4Clients
96Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
10 ALMADEN BLVD.
15TH FLOOR
SAN JOSE
CA 95113
United States
15TH FLOOR
SAN JOSE
CA 95113
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Monday - Friday
Phone
(800) 366-7266
Other Offices
1
Financials
Total AUM
$99.2M
Accounts
208Discretionary
$0
Accounts
0Non-Discretionary
$99.2M
Accounts
208
Clients
Individual Clients
61AUM
$17.7M
HNW Individual Clients
26AUM
$54.4M
Pension/Profit Sharing Plan Clients
4AUM
$3.6M
Charitable Organization Clients
3AUM
$10.9M
Corporation or Business Clients
2AUM
$12.6M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAGASCTX
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.