Alpha Wealth Strategies, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated April 23, 2026, reports $220M in regulatory assets under management, 2 employees, and 36 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 91.7% of total clients.
Top client categories% of clientsClients
1
HNWI
91.7%
33
2
Individuals
8.3%
3
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$220Mas of April 23, 2026
Discretionary100.0%
$220M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$220M
Total Accounts36
10Y AUM Change+$70M (+47.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee18:1
10Y Employee Change-1 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.