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ALPHA WEALTH STRATEGIES, LLC
CLARK MONROE BLACKMAN L.L.C.
CRD 139757 · SEC 801-121887
TX, United States
Phone
281-758-5252
Fax
281-758-5260
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$219.9M
Discretionary AUM
$219.9M
Team
2 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $1.8M |
| High net worth individuals | 33 | $218.1M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD