Joshua
Oronce
Wealth Teams Alliance
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About this Advisor
Joshua Oronce is a financial advisor working out of Irvine, California with a total of 2 years of relevant experience. Oronce currently works for Wealth Teams Alliance. Their career trajectory has included roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Student, Guardian Life Insurance Co Of America, Park Avenue Securities, LLC and Wealth Teams Alliance. Oronce maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in California. Wealth Teams Alliance is an advisory company that has its headquarters in Irvine, CA. The company has offices in eight locations and a total of 13 people on staff. It handles $159 million in assets under management between its 875 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm advises seven charities and foundations. Of its 875 customer accounts, just 6% belong to high-net-worth clients who have at least $1 million in assets. The business offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Fees charged by financial advisors largely depend on which service is offered. Fee types charged by Wealth Teams Alliance likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Teams Alliance Brokerage Details
$158,869,733
13
875
$181,565
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Joshua Oronce Work History
Joshua has been registered as a financial advisor for 2 years.*
Wealth Teams Alliance
Park Avenue Securities, LLC
Guardian Life Insurance Co Of America
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joshua Oronce to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Irvine, CA
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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