ARBALPHA

RIASEC RegisteredEst. 2024
Total AUM
$122M
Discretionary
$122M
100% of AUM
Avg account
$30.4M
Accounts
4
Employees
2
Advisory reps
3

Firm details

Headquarters
MIAMI, Florida
CRD number
327158
Registered since
October 4, 2024
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Arbalpha is a limited liability company that registered with the SEC in 2024 and provides fee-based advisory services on a percentage-of-AUM schedule. The firm focuses on financial planning and portfolio management for individual clients and small businesses. Its public filings indicate ownership by a combination of a domestic entity and an individual. Arbalpha does not identify as an active ESG investor, is not a pension consultant, and is not designated as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • BRUNO COSTA

    CEOCRD 5686813

Contacts

2 of 2
  • VICTOR COSTA

    PresidentCRD 6205982

  • Kurt Watkins

    CRD 8039990

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
601 Brickell Key Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth