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ALEXANDER CAPITAL WEALTH MANAGEMENT LLC
CRD 157714 · SEC 801-112997
10 DRS. JAMES PARKER BLVD, SUITE 202, RED BANK, NJ, 07701, United States
Phone
212-687-5650
Fax
212-687-5649
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$238.1M
Discretionary AUM
$201.8M
Team
36 total employees; 35 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 542 | $73.9M |
| High net worth individuals | 72 | $164.2M |
States served
AZ, AR, CA, CO, GA, LA, NE, NJ, NY, OR, PA, SC, MO, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD