ALPHA WEALTH MANAGEMENT AND PLANNING LLC
SEC Form ADV profile.
Total regulatory AUM
$319,574,000
Discretionary
$309,519,000
Non-discretionary
$10,055,000
Firm details
- CRD number
- 163917
- SEC file number
- 801-108554
- Main office
- NOVATO, CA, United States
- Employees
- 8
- SEC status
- Approved
- Website
- HTTP://WWW.ALPHAWMP.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.