Advisor at AlphaPlus Wealth Management LLC
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Firm
AlphaPlus Wealth Management LLC
Location
Vienna, VA
Credentials
Series 65
Industry experience
4 years
Srinivas Vaidya is a financial advisor at AlphaPlus Wealth Management LLC in Vienna, VA, holding a Series 65 designation with four years of industry experience. He has worked at Navy Federal Credit Union since 2007 as a software engineer, concurrently with his advisory role. AlphaPlus Wealth Management provides investment management and financial planning services to individual clients, including high-net-worth individuals, using a combination of active and passive strategies across various asset classes and employing both quantitative and qualitative analysis.
$0 - $500,000: 1.25% $500,001 - $1,500,000: 1.00% $1,500,001 - $5,000,000: 0.75% $5,000,001+: 0.65%
$595.00 per hour
Account minimum: $50,000
Vienna, VA
Virginia
AlphaPlus Wealth Management LLC
2021 - Present (5 years)
Navy Federal Credit Union
2007 - Present (19 years)
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