← Back to searchVisit website
ALPHA FINANCIAL ADVISORS, LLC
CRD 122545 · SEC 801-79666
11325 N COMMUNITY HOUSE RD, SUITE #410, CHARLOTTE, NC, 28277-0524, United States
Phone
704-716-1100
Fax
704-716-1101
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$619.3M
Discretionary AUM
$617.1M
Team
9 total employees; 7 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 78 | $43.2M |
| High net worth individuals | 181 | $574.8M |
States served
NJ, NY, NC, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD