Joshua Oronce
Investment adviser representative at Wealth Teams Alliance
12 yearsExperience
1 stateRegistered in
$223.9MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Wealth Teams AllianceJul 2021 to now
- Park Avenue Securities, LLCMar 2019 to now
- Guardian Life Insurance Co of AmericaDec 2017 to now
- Transamerica Financial Advisors, IncAug 2016 to Nov 2017
- World Financial Group, Inc.Jul 2014 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
Wealth Teams Alliance
Legal name: Wealth Teams Alliance Inc.
$223.9MAssets managed
812Clients
11Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6691914
- Firm CRD
- 168907