ALPHA RUSH, LLC

RIASEC Registered
Total AUM
$20.7M
Discretionary
$18.6M
90% of AUM
Avg account
$481K
Accounts
43
Employees
1
Advisory reps
1

Firm details

Headquarters
SAN MATEO, California
CRD number
156068
Fee structure
Percentage of AUM
Client types
  • HNWI44.93%
  • Individuals44.93%
  • Pension & Profit Sharing Plans10.14%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Alpha Rush, LLC is a privately owned limited liability advisory firm that provides portfolio management services primarily to individuals, families and small businesses, with some institutional clients. The firm charges fees as a percentage of assets under management and focuses on discretionary portfolio management while maintaining a small non‑discretionary sleeve. It does not position itself as an ESG investor, is not structured as a multi‑state adviser, and does not act as a capital allocator or maintain related adviser relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, Cash & Cash Equivalents 20%, Other 20%60%
  • Exchange Traded Equities60%
  • Cash & Cash Equivalents20%
  • Other20%

Contacts

1 of 1
  • ORM LIMPISVASTI

    Managing DirectorCRD 5217039

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN MATEO, CA

SAN MATEO

Location

SAN MATEO, CA

Headquartered in SAN MATEO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
3 E 3rd Ave
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth