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Building 2THE WEALTH MANAGEMENT ALLIANCE LLC

Map pinCHARLESTON, SC
Phone(855) 900-8962
NotebookSEC #801-78687
Total AUM
$65.1M
Employees
4
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 CARRIAGE LANE
BUILDING E, SUITE 100
CHARLESTON
SC 29407
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(855) 900-8962

ReceiptFinancials

Total AUM
$65.1M
Accounts
149
Discretionary
$0
Accounts
0
Non-Discretionary
$65.1M
Accounts
149

ContactClients

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None reported

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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