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Building 2THE WEALTH MANAGEMENT ALLIANCE LLC

Map pinSAN JOSE, CA
Phone(800) 366-7266
NotebookSEC #801-113125
Total AUM
$99.2M
Employees
4
Clients
96

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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