Adviser Profile
| As of Date | 04/27/2025 |
| Registration status | Registration Changed to ALPHA WEALTH FUNDS, LLC |
| ADV Location | PARK CITY, UT, United States |
| Contact Info | 435 xxxxxxx |
| Websites |
| AUM* | 118,515,457 22% |
| of that, discretionary | 111,315,866 15% |
| Number of Employees | 9 |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 0 |
| Avg Account Size | 510,842 -9% |
| % High Net Worth | 11.64% -25% |
| SMA’s | No |
| Private Funds | 0 4 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Other
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Publication of periodicals or newsletters
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Commissions
- Performance-based fees
Reported AUM
1
1
1
1