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ALPHA WEALTH MANAGEMENT, LLC
CRD 158608 · SEC 801-72596
220 N SAN JACINTO AVE, HEMET, CA, 92543, United States
Phone
(951) 765-1200
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$58.8M
Discretionary AUM
$43.6M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPORTFOLIO MONITORING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 96 | $8.7M |
| High net worth individuals | 10 | $14.2M |
| Pension/profit sharing plans | 5 | $15.2M |
| Charitable organizations | 2 | $2.9M |
| Corporations/business entities | 5 | $17.9M |
All web addresses on file
Official SEC filing: View on IAPD