Wealthcare Alliance, Inc. is an adviser based in Westlake Village. It manages $88.8 million of regulatory assets for 367 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Hawaii, and Utah.
Wealthcare Alliance provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wealthcare Alliance, Inc. is $88.8 million. The firm's AUM has grown by 58% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Wealthcare Alliance, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Wealthcare Alliance, Inc. performs its advisory services is located at 2629 Townsgate Road, Westlake Village, CA 91361, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 805-446-4600 or by fax 888-808-8810. The normal business hours are 9-4 on Monday - Friday. You can find more information about the New York firm at www.gowca.com.