Alphaplus Wealth Management LLC

Overview

Alphaplus Wealth Management LLC is an independent, individual‑owned limited liability company that delivers financial planning and portfolio management primarily for individual and family clients and small businesses. The firm charges a mix of percentage‑of‑AUM, hourly, and performance‑based fees, and it reports state registrations in California, Texas and Virginia. Its advisory scope centers on customized planning and discretionary portfolio management rather than institutional pension work or multi‑manager capital allocation. The firm does not identify as an active ESG investor and does not report relationships with related advisers or pension consulting services. Services emphasize direct client advising and portfolio implementation for private clients rather than wholesale or institutional products.

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Public Holdings

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Location & Offices