SEC Form ADV · CIK 1972138

ALPHA FINANCIAL ADVISORS, LLC

Registered Investment AdviserNC
$619.3M
Assets Under Management
1,520
Total Clients
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Registration Details

CIK
1972138
Accession
CRD-122545
Location
CHARLOTTE, NC
Filing Date
March 23, 2026
AUM
$619.3M
Total Clients
1,520
Amendment
No

About this Adviser

ALPHA FINANCIAL ADVISORS, LLC is a registered investment adviser headquartered in CHARLOTTE, NC, managing approximately $619.3M in assets across 1,520 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.