Alpha Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,899,014
This total excludes 12 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
106
9% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
106
Very HighAverage account size
$216,028
About
Alpha Wealth Management is an independent, single‑advisor registered investment adviser managing roughly $58.8 million for about 106 clients. The firm offers asset management, comprehensive portfolio management, financial planning, portfolio monitoring, and retirement plan consulting for individuals as well as corporate, pension/profit‑sharing plans and charitable organizations.
Portfolios are constructed from individual stocks, bonds, ETFs, mutual funds and options, with ongoing monitoring and rebalancing tailored to clients’ objectives and risk tolerances. The firm’s methods include fundamental, technical, cyclical and third‑party manager analysis, and it discloses the use of margin (borrowing) and option strategies in separately managed accounts.
Compared with typical solo independent advisers, Alpha Wealth’s mix of institutional, corporate and charitable plan work and its provision of pension consulting are uncommon for a firm of its size. The brochure also discloses that the firm’s principal dedicates roughly 20% of their time to an unrelated retail propane business, a fact clients may consider in assessing capacity and potential conflicts of interest.
Client services
Financial planning
Portfolio management
Pension consulting
Portfolio monitoring
Expertise
Options & derivatives strategies
Occupation focus
Founder/Business Owner
Fee options
Financial Planning & Consulting: $1,500 to $10,000; Retirement Plan Consulting: $750 to $40,000
$0+: up to 2.00% annually for Asset Management $0+: up to 2.15% annually for Comprehensive Portfolio Management $0+: up to 1.00% annually for Portfolio Monitoring $0+: up to 1.50% annually for Retirement Plan Consulting (percentage of plan assets, case-by-case)
Financial Planning & Consulting: up to $600/hour for financial advisors, up to $75/hour for paraplanners; Retirement Plan Consulting: up to $525/hour
Fee-only: Financial Planning & Consulting: Hourly fees up to $600/hour for financial advisors, up to $75/hour for paraplanners; Flat fees range from $1,500 to $10,000; Retirement Plan Consulting: Hourly fees up to $525/hour; Flat fees from $750 to $40,000
Main office location
Alpha Wealth Management, LLC
220 N San Jacinto Ave
Hemet CA 92543, United States
Number of offices
1
Most active in
Alpha Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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