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Building 2ALPHA WEALTH FUNDS, LLC

Map pinPARK CITY, UT
Phone435-269-4100
NotebookSEC #801-132551
Total AUM
$214.1M
Employees
9
Clients
303

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1887 GOLD DUST LANE
SUITE 203 A
PARK CITY
UT 84060
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
435-269-4100

ReceiptFinancials

Total AUM
$214.1M
Accounts
442
Discretionary
$166.6M
Accounts
418
Non-Discretionary
$47.5M
Accounts
24

ContactClients

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Individual Clients
197
AUM
$28.3M
HNW Individual Clients
77
AUM
$39.2M
Pooled Vehicle Clients
4
AUM
$98.2M
Charitable Organization Clients
1
AUM
$925.7K
Investment Advisor Clients
1
AUM
$35M
Other Clients
23
AUM
$12.5M
Description of Other Clients
REAL ESTATE INVESTMENTS

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges CommissionCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-BasedCharges Subscription Fee
Other Compensation
FINANCIAL PLANS

Shield checkCompliance

Disclosures

None reported

State Registrations
AKARAZCACOFLIAIDILMDMINCNJNVOHOKORPRTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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