Alpha Wealth Funds, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Park City, UT. Its latest Form ADV filing, dated March 9, 2026, reports $214M in regulatory assets under management, 9 employees, and 442 accounts.
Assets Under Management
$214M
Employees
9
Offices
--
Total Clients
303
Primary office
PARK CITY, UT
1887 GOLD DUST LANE, SUITE 203 A, PARK CITY, UT, United States
Top client segmentIndividuals represent 65.0% of total clients.
Top client categories% of clientsClients
1
Individuals
65.0%
197
2
HNWI
25.4%
77
3
Irrevocable Trusts/Estates
7.6%
23
4
Pooled Investment Vehicles
1.3%
4
5
Charitable
0.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$214Mas of March 9, 2026
Discretionary77.8%
$167M
78% of total RAUM77.8%
Non-discretionary22.2%
$47M
22% of total RAUM22.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$214M
Total Accounts442
10Y AUM Change+$96M (+80.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee34:1
10Y Employee Change0 (0.0%)
* 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.