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ALPHA ADVISORS, LLC
CRD 118107 · SEC 801-113120
3951 WESTERRE PARKWAY, SUITE 130, RICHMOND, VA, 23233, United States
Phone
804-754-8532
Fax
804-754-8533
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$256.1M
Discretionary AUM
$256.1M
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $15.9M |
| High net worth individuals | 60 | $237.8M |
States served
NC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD