Alpha RIA LLC

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Assets, Funds, Holdings

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Alpha RIA LLC
CRD #313285
SEC #801-121176
CIK #
AUM $54.5 M (2025-03-31)
Employees 2 (50% Investors, 0% Brokers)
Phone212-933-9301
Address40 Wall Street, 28th Floor
New York, NY 10005-1304
Source [IAPD] [Website] [Twitter] [Facebook] [Instagram]
Total AUM ($M)
604836241202011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 20 54.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 20 54.5
By Discretionary
Discretionary 20 54.5
Non-Discretionary 0 0.0
Total 20 54.5
By Non-United States Persons
Non-United States Persons 51.1
United States Persons 3.3
Total 20 54.5
Comparable Firms State AUM ($B)
Wealthunite Advisors LLC
NY 0.1
Prince Financial Advisory LLC
NY 0.1
Silver Advisors LLC
NY 0.1
Exclusive Resource Management LLC
NY 0.1
J Mandwelle Capital Strategies LLC
0.1
Clover Leaf Financial LLC
NY 0.1
Magnifina LLC
NY 0.1
Argus Equity Partners LLC
0.1
Seraphim Capital Management LLC
0.1
Evestia LLC
0.1
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