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Wealth Teams Alliance CRD 168907
$224M regulatory AUM 11 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
15520 Rockfield Blvd Suite G, Irvine, CA 92618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
15520 Rockfield Blvd. Suite G, Irvine, CA 93618 • United States
15520 Rockfield Blvd Suite G, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Newport Beach | CA | 05/2016 | Present |
| Park Avenue Securities | Newport Beach | CA | 05/2016 | Present |
1. United AMG Group Health Start: 10/14/2015 Address: 18101 Von Karman Ave, 3rd Floor, Irvine, California 92612 5 bus hrs per month Investment related 2. Outside Fixed Insurance Sales Start: 10/14/2015 Address: 40 Palatine #106, Irvine CA 92612 5 bus hrs per month Investment related 3. Trustee for Parent's Irrevocable Trust I am a co-trustee for my parent's irrevocable trust that holds life insurance and cash. Start: 10/09/2017 Address: 3763 Hartnel Place, Claremont CA 91711 0 hrs per month Investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-28 |
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