AlphaPlus Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$15,375,000
Total clients
50
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
50
Average account size
$307,500
About
AlphaPlus Wealth Management provides investment management and financial planning to individual clients, including high‑net‑worth individuals. Its advisory services cover stocks, bonds, mutual funds, municipal securities, options, and certificates of deposit, and may be delivered as ongoing portfolio management or as written or verbal financial plans.
The firm combines active and passive strategies, allocating among mutual funds, ETFs and separate account managers and using quantitative and qualitative analysis, option strategies, and a modified modern portfolio‑theory framework to set asset allocation and rebalance portfolios. For certain passive model portfolios the firm uses Schwab Institutional Intelligent Portfolios® and Interactive Brokers Institutional technology and monitors accounts on an ongoing basis with quarterly reviews and reporting.
Noteworthy disclosures in the brochure include that the firm is newly established and that its principal maintains full‑time employment outside the advisory business, a factor the brochure says may limit the firm’s ability to monitor markets and client accounts. The firm also reports it does not charge performance‑based fees, does not accept proxy‑voting authority, and uses a custodian relationship and a soft‑dollar arrangement for trading and software services while delivering quarterly performance reports and invoiced AUM fees through the custodian.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Fee options
$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
Main office location
AlphaPlus Wealth Management LLC
Vienna VA, United States
Number of offices
1
Most active in
AlphaPlus Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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