WE ALLIANCE TACTICAL MANAGERS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
0
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
ROSEVILLE, California
CRD number
306853

Firm profile

FINTRX

Overview

WE Alliance Tactical Managers, LLC is a small, domestic limited liability company that operates primarily through private fund vehicles rather than as a traditional retail investment adviser. Filings categorize its business activity as "other financial product salesperson" and its regulatory classification is unclassified. The firm is not identified as an active ESG investor, is not a multi-state adviser and is not listed as a capital allocator or pension consultant. Public disclosures do not list typical advisory services or a fee schedule for retail clients. The firm’s visible investment activity centers on private market exposure: it manages both a private equity vehicle and a venture capital vehicle. The firm name implies a tactical orientation, but available data shows the firm’s concrete activity is concentrated in private fund management rather than a broad roster of discretionary advisory accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ROSEVILLE, CA

PLACER

Location

ROSEVILLE, CA

Headquartered in ROSEVILLE, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area
Sacramento-Roseville, CA
Region
West
County
PLACER
Address
3001 Douglas Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth