Alpha Cubed Investments, LLC

Alpha Cubed Investments, LLC (CRD# 159347) is a financial advisory firm headquartered in Irvine, CA. They manage $521,409,820 in 1,397 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    521
    MILLION
  • Total Number of Accounts
    1,397
    ACCOUNTS
  • Average Account Value
    $373,235
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, HI, IL, MI, NM, NV, OR, TX, UT, WA

Financial Advisors at Alpha Cubed Investments, LLC
Showing 1 - 10 of 15 top financial advisors.
1
Michael F. Middendorf
CRD#: 2969928
Montgomery, TX
96
Wealthminder
score

Michael Middendorf (CRD# 2969928) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Montgomery, TX and has over 19 years of experience in the finance industry. Michael Middendorf has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kenneth J. Peterson
CRD#: 1491490
3333 Michelson Dr., Suite 620, Irvine, CA 91612
96
Wealthminder
score

Kenneth Peterson (CRD# 1491490) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Irvine, CA and has over 25 years of experience in the finance industry. Kenneth Peterson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Steven P. Ford
CRD#: 4055586
3333 Michelson Dr., Suite 620, Irvine, CA 91612
93
Wealthminder
score

Steven Ford (CRD# 4055586) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Irvine, CA and has over 14 years of experience in the finance industry.

4
Gregory A. Korbekian
CRD#: 4021346
3333 Michelson Dr., Suite 620, Irvine, CA 91612
93
Wealthminder
score

Gregory Korbekian (CRD# 4021346) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Irvine, CA and has over 17 years of experience in the finance industry.

5
David R. Martin
CRD#: 1904134
3333 Michelson Dr., Suite 620, Irvine, CA 91612
93
Wealthminder
score

David Martin (CRD# 1904134) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Irvine, CA and has over 21 years of experience in the finance industry.

6
Todd A. Sixt
CRD#: 2829082
3333 Michelson Dr., Suite 620, Irvine, CA 91612
93
Wealthminder
score

Todd Sixt (CRD# 2829082) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Irvine, CA and has over 19 years of experience in the finance industry.

7
Stephen C. Wooten
CRD#: 3184065
Houston, TX
93
Wealthminder
score

Stephen Wooten (CRD# 3184065) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Houston, TX and has over 16 years of experience in the finance industry.

8
Glendon C. Trullinger
CRD#: 6134289
3333 Michelson Dr., Suite 620, Irvine, CA 91612
90
Wealthminder
score

Glendon Trullinger (CRD# 6134289) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Irvine, CA and has over 3 years of experience in the finance industry.

9
Lawrence J. Berkowitz
CRD#: 3080674
Los Angeles, CA
83
Wealthminder
score

Lawrence Berkowitz (CRD# 3080674) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Los Angeles, CA and has over 18 years of experience in the finance industry.

10
Norman H. Lehrer
CRD#: 2724542
800 West El Camino Real, Suite 180, Mountain View, CA 94040
83
Wealthminder
score

Norman Lehrer (CRD# 2724542) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Mountain View, CA and has over 20 years of experience in the finance industry.

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