AlphaPlus Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
AlphaPlus Wealth Management provides investment management and financial planning to individual and high‑net‑worth clients. The firm operates as a solo-registered adviser overseeing roughly $23 million in discretionary assets across under 100 client accounts and delivers ongoing portfolio management and periodic plan-based consultations.
The firm’s investment approach blends active and passive strategies using mutual funds, ETFs, separate account managers and selective option strategies, guided by both quantitative and qualitative analysis and a modified modern portfolio theory allocation process; portfolios are monitored and rebalanced and passive models are implemented using institutional technology. The brochure discloses that AlphaPlus offers performance‑based fee arrangements for qualified clients and manages performance‑fee accounts alongside asset‑based accounts, with written policies (trade allocation, review processes and high‑water mark mechanics) to address potential conflicts.
Noteworthy features include the firm’s disclosure that it advertises performance results — an uncommon practice among independent advisers — and its provision of stablecoin educational and advisory services while explicitly not taking custody or trading cryptocurrencies for clients. The brochure also notes the firm’s use of generative AI tools for research and administrative purposes (with human review before reliance) and participation in certain custodian‑provided services and soft‑dollar arrangements related to trade execution and technology.
Client services
Expertise
Fee options
Under $1,000,000 - $999,999: 1.0% $1,000,001+: 0.75%
$595.00 per hour for financial planning services
20% of net profits with a high-water mark, calculated and billed quarterly for qualified clients
Account minimum: $50,000
Main office
Vienna VA
Advisors at this office
1
Most active in
California · Texas · Virginia
Also doing business as
Alphaplus Wealth Management · Alphaplus Wealth Management LLC
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:
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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
Quick links
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