Feedback
Share
Link
Link copied!
Fund Codex
Alpha Wealth Management and Planning LLC
Find a fund
Explore
Search
Fund Codex
More
About Fund Codex
Copyright © 2022 FundCodex.com and Fund Codex. All Rights Reserved.

All content on this website ("the Site") is the property of Fund Codex. The collection and assembly of content on this Site are the exclusive property of Fund Codex and are protected by copyright and other intellectual property laws.

Alpha Wealth Management and Planning LLC Share
Link
Link copied!

Table of Contents
Map Loading...
Overview Share
Link
Link copied!
Back to Top
Novato, California
$145.8 million AUM
4 offices

Alpha Wealth Management and Planning LLC is based in Novato, California and has $145.8 million in assets under management.

Location
350 Ignacio Boulevard
Suite 105
Novato, CA 94949
$145.8 million
AUM
8
Employees
AUM Share
Link
Link copied!
Back to Top
$145,833,171
Assets under management
1,014 clients
Number of clients
Average investment size is $143,820
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 634 $107,225,341 74% $169,125
High net worth individuals 39 $33,326,468 23% $854,525
Pension and profit sharing plans 3 $5,281,362 4% $1,760,454
Employees Share
Link
Link copied!
Back to Top
8
Employees
6
Investment analysts
75% of total employees
AUM per employee Share
Link
Link copied!
Back to Top
$145,833,171
Assets under management
$18,229,146
AUM per employee
$24,305,528
AUM per investment analyst
About Share
Link
Link copied!
Back to Top
Compensation

Alpha Wealth Management and Planning LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Alpha Wealth Management and Planning LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Firm data Share
Link
Link copied!
CRD number 163,917
SEC number 801-108554
Legal structure Limited Liability Company
Legal governance California, United States
Latest ADV filing date March 25, 2020

Other Funds

See all...
Gerding Edlen
Fund: $1,701,859,149
Kuhn Advisors, Inc.
Fund: $395,751,577
Digitalis Ventures, LLC
Fund: Under $1 billion
Horizon Wealth Advisors
Fund: $265,168,931
IM Global Partner Us, LLC
Fund: $49,736,385
Orso Partners, LP
Fund: Under $1 billion
Penn Investment Advisors, Inc.
Fund: $602,861,906
Tomorrow Wealth, LLC
Fund: Under $1 billion

Additional Funds

See all...
Global Market Math, LLC
Fund: Under $1 billion
Oakcliff Partners LLC
Fund: $193,572,642
Great-West Capital Management, LLC
Fund: $44,990,458,758
The Coury Firm
Fund: $851,075,295
Navigator Asset Management LLC
Fund: Under $1 billion
Dif
Fund: Under $1 billion
Maya Capital Management, LLC
Fund: Under $1 billion
Cox Capital Management LLC
Fund: $205,333,526

All of Fund Codex

See all...