Wealth Teams Alliance

Wealth Teams Alliance, Inc. is a registered investment advisor with the U.S. Securities and Exchange Commission, founded in December 2012. The firm provides discretionary investment advisory services on a fee basis, with no minimum account size requirements. Investment strategies include long-term and short-term purchases, with a focus on technical analysis. Wealth Teams Alliance also offers financial planning services on a fixed fee basis, covering areas such as retirement planning, risk management, and estate planning. The firm may recommend mutual funds and exchange-traded funds, including those from Dimensional Fund Advisors. Clients have the option to custody their assets at a custodian of their choice. The firm does not vote client proxies and does not have custody of client funds other than for direct fee debits. Wealth Teams Alliance does not receive more than 50% of its revenue from advisory clients as a result of commissions or other compensation for the sale of investment products. The firm has no financial commitments impairing its ability to meet client obligations and has not been subject to a bankruptcy proceeding. Clients have the option to engage the firm's representatives for insurance-related products on a commission basis. Wealth Teams Alliance does not offer performance-based fees and does not vote client securities. The firm's financial information indicates a stable financial condition. For more details, clients can contact Wealth Teams Alliance directly.