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- Custodian
- Assetmark · Axos · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-12-2014
- Office Locations
- 8
Office Locations
About Wealth Teams Alliance
Wealth Teams Alliance provides private wealth management and financial planning, with investment guidance grounded in Nobel Prize–winning research. The firm supports clients with tax planning, retirement planning, and legacy/charitable planning, emphasizing strategies to improve tax efficiency. Leadership includes Guy Baker, recognized by Worth Magazine as a Top 250 Advisor and an eight-time Five Star Professional in Orange County.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GUY EUGENE BAKER
Investment Advisor, Managing Member
- CRD
- #10716
- Ownership
- 75% or more
GARY EDWIN MILLION
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MICHAEL FRANCIS ALONGI
Investment Advisor
- CRD
- #5780527
SHANNON JASON BLACK
Chief Executive Officer, President
- CRD
- #4734157
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $223,889,000 | $227,298 |
| Non-Discretionary | $0 | -- |
| Total | $223,889,000 | $227,298 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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