ALPHA WEALTH MANAGEMENT, LLC

RIASEC Registered

Total AUM

$58.8M

Discretionary

$43.6M

74% of AUM

Avg account

$397K

Accounts

148

Employees

Advisory reps

Firm details

Headquarters: HEMET, California
CRD number: 158608
Website: www.desertalphawealth.com
Custodians: CHARLES SCHWAB & CO., INC., ADP BROKER-DEALER, INC., CUNA BROKERAGE SERVICES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Corporations / Businesses30.37%
Pension & Profit Sharing Plans25.83%
HNWI24.15%
Individuals14.78%
Charitable Organizations4.87%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Alpha Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional and business clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. The firm does not present itself as an active ESG investor.