SEC Form ADV

ALPHA WEALTH STRATEGIES, LLC

Firm profile: Alpha Wealth Strategies — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment Adviser

$219.9M

Assets Under Management

Total Clients

Employees

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Registration Details

Accession: CRD-139757
Filing Date: April 23, 2026
AUM: $219.9M
Total Clients: 36
Employees: 2
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

ALPHA WEALTH STRATEGIES, LLC is a registered investment adviser, managing approximately $219.9M in assets across 36 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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