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Building 2ALPHA WEALTH MANAGEMENT AND PLANNING LLC

Map pinNOVATO, CA
Phone415-506-4569
NotebookSEC #801-108554
Total AUM
$319.6M
Employees
8
Clients
480

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
350 IGNACIO BLVD
SUITE 105
NOVATO
CA 94949
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
415-506-4569
Other Offices
3

ReceiptFinancials

Total AUM
$319.6M
Accounts
1,417
Discretionary
$309.5M
Accounts
1,416
Non-Discretionary
$10.1M
Accounts
1

ContactClients

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Individual Clients
232
AUM
$84.1M
HNW Individual Clients
241
AUM
$216.7M
Pension/Profit Sharing Plan Clients
2
AUM
$12.4M
Charitable Organization Clients
1
AUM
$5.9M
Corporation or Business Clients
4
AUM
$449K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLNVORTXWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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