Alpha Wealth Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Alpha Wealth Strategies provides investment consulting, discretionary portfolio management and segmented financial planning to individuals, high‑net‑worth clients, trusts, estates and IRAs. The firm manages roughly $220 million for about 36 client relationships, does not accept engagements for standalone financial planning, and generally requires $5 million to open a new advisory relationship.
The firm implements long‑term, mean/variance optimized asset allocation models and generally avoids market timing or tactical allocation moves, using separate‑account managers, open‑end mutual funds and—recently—exchange‑traded funds to construct portfolios. It favors institutional, actively managed funds and selected money managers for day‑to‑day security selection while excluding alternatives, leveraged or derivative strategies and routine individual stock or bond selection (Treasuries excepted if requested).
Compared with many peers, the firm’s client roster is unusually small and concentrated by asset size, reflecting a high‑touch, fee‑only fiduciary model overseen by principals with extensive professional credentials and involvement in industry fiduciary standards. The firm also provides occasional litigation support and expert‑witness work, emphasizes quarterly manager monitoring and formal investment policy statements, and prefers custodial and institutional platforms that grant access to multi‑manager institutional funds.
Client services
Expertise
Fee options
Fixed fees may be charged for special projects upon mutual agreement
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.30% $10,000,001+: 0.15%
Hourly fees may be charged for special projects upon mutual agreement
Account minimum: $5,000,000 Minimum fee: Minimum fee of $10,000 per year may apply for accounts below $1,000,000 Fee-only: Fees based on assets under management; no commissions charged
Main office
Cypress TX
Advisors at this office
2
Most active in
Texas
Also doing business as
Alpha Wealth Strategies, LLC · Clark Monroe Blackman L.L.C.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Clark B
CFP®, CFA®, PFS™, Series 63, Series 65
Cypress, TX
Alpha Wealth Strategies, LLC
Clark Blackman is a CFP®, CFA®, and PFS™ credentialed advisor with 24 years of industry experience. He has been with Alpha Wealth Strategies, LLC since 2006. The firm serves individual investors, high-net-worth clients, trusts, estates, and select corporate accounts, providing discretionary portfolio management, manager selection, and segmented financial planning. Alpha Wealth Strategies follows a long-term, mean/variance optimization approach based on modern portfolio theory, emphasizing diversified asset allocation and periodic rebalancing rather than market timing.
Clark B
CFP®, CFA®, PFS™, Series 66
Cypress, TX
Alpha Wealth Strategies, LLC
Clark Blackman III is a CFP®, CFA®, and PFS™ with 11 years of industry experience. He has worked at Alpha Wealth Strategies, LLC since 2019 and previously held roles at AG Installers and Patriot Wealth Management, Inc. Clark is based in Cypress, TX. Alpha Wealth Strategies serves individual investors, high-net-worth clients, trusts, estates, and closely held corporate accounts with discretionary portfolio management, manager selection, and segmented financial planning. The firm employs a long-term, mean/variance optimization approach grounded in modern portfolio theory, emphasizing diversified asset allocation and periodic rebalancing rather than market timing.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")