Arbalpha
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
FINTRXOverview
Arbalpha LLC is an SEC-registered advisory firm (registered in 2024) focused on financial planning and portfolio management for individuals and small businesses. The firm operates as a fee-for-AUM adviser and is organized as a limited liability company with domestic ownership. Its regulatory filing indicates it is not positioned as a capital allocator, pension consultant, or related adviser, and it does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
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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