Alpha Wealth Management and Planning LLC

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Alpha Wealth Management and Planning LLC
CRD #163917
SEC #801-108554
CIK #
AUM $145.8 MM (97% Disc, 100% US, 2020-03-25)
Employees8 (75% Investors, 75% Brokers)
Phone415-506-4569
Address350 Ignacio Blvd
Novato, CA 94949
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
16513299663302010201320172021
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
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