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ALPHA WEALTH FUNDS, LLC
CRD 150231 · SEC 801-132551
1887 GOLD DUST LANE, SUITE 203 A, PARK CITY, UT, 84060, United States
Phone
435-269-4100
Fax
435-269-4101
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$214.1M
Discretionary AUM
$166.6M
Team
11 total employees; 11 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees; Commissions; Performance-based fees; FINANCIAL PLANS
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 197 | $28.3M |
| High net worth individuals | 77 | $39.2M |
| Pooled investment vehicles | 4 | $98.2M |
| Charitable organizations | 1 | $926K |
| Other investment advisers | 1 | $35.0M |
States served
AK, AZ, AR, CA, CO, ID, IL, IA, MD, MI, NV, NJ, NC, OH, OK, OR, PR, UT, VA, WI, WY, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD