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ALPHA WEALTH MANAGEMENT AND PLANNING LLC
350 Ignacio Blvd
Suite 105
Novato, California 94949
Tel: 415-506-4569
About ALPHA WEALTH MANAGEMENT AND PLANNING LLC
ALPHA WEALTH MANAGEMENT AND PLANNING LLC, formally registered with the SEC as ALPHA WEALTH MANAGEMENT AND PLANNING LLC. The firm was established in 10/27/2016. They have over 4 offices throughout the country.
ALPHA WEALTH MANAGEMENT AND PLANNING LLC is a Novato, California based Financial Planning firm with nearly $302,523,915 assets under management, offering retirement planning & investment advisory services to 1332 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 163917 |
| SEC# | 801-108554 |
| Assets Managed by Firm | $302,523,915 |
| No. of Clients | 1332 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1332 | $302,523,915 |
| Individuals (other than high net worth individuals) | 501 | $101,092,196 |
| High net worth individuals | 234 | $188,988,537 |
| Pension and profit sharing plans | 2 | $8,786,390 |
| Charitable organizations | 1 | $3,481,378 |
| Corporations or other businesses | 4 | $175,414 |
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