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| Keyboard |
| Alpha Planning and Financial Services Inc
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|---|---|
| CRD # | 130842 |
| SEC # | 801-135159 |
| CIK # | |
| AUM | 112.8 M (2026-06-11) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 440-519-0300 |
| Address | 31005 Bainbridge Road Solon, OH 44139 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 192 | 59.2 |
| (b) Individuals (high net worth individuals) | 26 | 52.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 1.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 578 | 112.8 |
| By Discretionary | ||
| Discretionary | 578 | 112.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 578 | 112.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 112.8 | |
| Total | 578 | 112.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bernard & Johnson LLC
✚
|
CA | 113.1 M |
|
Oxford Planning Group LLC
✚
|
MD | 112.9 M |
|
Delgado Wealth Management LLC
✚
|
FL | 112.9 M |
|
Municipal Asset Management Inc
✚
|
NY | 112.8 M |
|
Mosaic FI LLC
✚
|
IL | 112.8 M |
|
FRA Wealth Management LLC
✚
|
IL | 112.8 M |
|
Genesis Investment Advisors LLC
✚
|
TN | 112.5 M |
|
Abbondandolo Wealth Management Corp
✚
|
NY | 112.5 M |
|
Cogent Independent Advisors Inc
✚
|
112.4 M | |
|
Ontrack Wealth Management LLC
✚
|
MI | 112.4 M |