Alpha Wealth Funds, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$190,022,617
Total clients
168
40% high-net worth
Total advisors
7
of 9 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
24
Average account size
$1,131,087
Client services
Fee options
$0+: Up to 1.5% - 2.0% annually for separately managed accounts $0+: 1.00% - 2.0% annually for THE FUNDS Management Fee (charged monthly in advance)
Insurance products such as life insurance and annuities offered through licensed agents; may receive commissions.
Performance Fee of 10% to 20% of net capital appreciation annually for THE FUNDS, subject to a high water mark; only charged to qualified clients.
Account minimum: $250,000 for interests in THE FUNDS; $500,000 for separately managed accounts (negotiable) Fee-only: Financial planning services with one-time fees ranging from $1,500 to $15,000 based on complexity and other factors.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Alpha Wealth Funds, LLC
1887 Gold Dust Lane, Suite 203 A
Park City UT 84060, United States
Number of offices
1
Advisors at this firm
Jenny B
Series 63, Series 66
Park City, UT
Alpha Wealth Funds, LLC
Aimee S
Series 63, Series 65
Saratoga Springs, UT
Alpha Wealth Funds, LLC
Karyn G
Series 65
Sandy, UT
Alpha Wealth Funds, LLC
Kody M
Series 65
Chicago, IL
Alpha Wealth Funds, LLC
Preston B
Series 65
Fort Collins, CO
Alpha Wealth Funds, LLC
Chase T
CFP®, Series 63, Series 66
Park City, UT
Alpha Wealth Funds, LLC
Harvey S
Series 63, Series 65
Park City, UT
Alpha Wealth Funds, LLC
Cameron T
Series 63, Series 65
Park City, UT
Alpha Wealth Funds, LLC
Jayden T
Series 65
Deweyville, UT
Alpha Wealth Funds, LLC
Dominic R
Series 66
Addison, TX
Alpha Wealth Funds, LLC
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