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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Alpha Wealth Management and Planning LLC
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| CRD # | 163917 |
| SEC # | 801-108554 |
| CIK # | |
| AUM | $145.8 MM (97% Disc, 100% US, 2020-03-25) |
| Employees | 8 (75% Investors, 75% Brokers) |
| Phone | 415-506-4569 |
| Address | 350 Ignacio Blvd Novato, CA 94949 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Spectrum Financial Inc
✚
|
VA | 0.1 |
|
ASC Wealth & Retirement Advisors LLC
✚
|
WI | 0.1 |
|
Genesis Capital Advisors Inc
✚
|
MA | 0.1 |
|
Sharp Financial Services LLC
✚
|
PA | 0.1 |
|
Kohlhepp Investment Advisors Ltd
✚
|
PA | 0.1 |
|
Breen Wealth Management LLC
✚
|
CA | 0.1 |
|
Castleton Partners LLC
✚
|
NY | 0.1 |
|
Sutterfield Financial Group Inc
✚
|
OK | 0.1 |
|
Southern Trust Financial Planning Inc
✚
|
FL | 0.1 |
|
Motiv8 Investments LLC
✚
|
FL | 0.1 |