A complete list of active advisors currently associated with AlphaPlus Wealth Management LLC

Warmer can help you find a great advisor at AlphaPlus Wealth Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at AlphaPlus Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Srinivas Vaidya	Vienna, VA	4

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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.

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