Alpha Wealth Management And Planning LLC

Alpha Wealth Management And Planning LLC (CRD# 163917) is a financial advisory firm headquartered in Novato, CA. They manage $85,861,932 in 617 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    617
    ACCOUNTS
  • Average Account Value
    $139,160
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
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.

CA, TX

Financial Advisors at Alpha Wealth Management And Planning LLC
Showing 1 - 7 of 7 top financial advisors.
1
Penny C. Bacharach
CRD#: 1233412
350 Ignacio Blvd, Suite 105, Novato, CA 94949
96
Wealthminder
score

Penny Bacharach (CRD# 1233412) is an Investment Advisor Representative working at Alpha Wealth Management And Planning LLC in Novato, CA and has over 31 years of experience in the finance industry. Penny Bacharach 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
Andrei N. Jigalin
CRD#: 2777373
350 Ignacio Blvd Suite 105, Novato, CA 94949
96
Wealthminder
score

Andrei Jigalin (CRD# 2777373) is an Investment Advisor Representative working at Alpha Wealth Management And Planning LLC in Novato, CA and has over 21 years of experience in the finance industry. Andrei Jigalin 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
Robert J. Atkins
CRD#: 850616
902 Stevenson Street, Santa Rosa, CA 95404
93
Wealthminder
score

Robert Atkins (CRD# 850616) is an Investment Advisor Representative working at Alpha Wealth Management And Planning LLC in Santa Rosa, CA and has over 31 years of experience in the finance industry.

4
Mitchell E. Marriott
CRD#: 5440188
350 Ignacio Blvd, Suite 105, Novato, CA 94949
93
Wealthminder
score

Mitchell Marriott (CRD# 5440188) is an Investment Advisor Representative working at Alpha Wealth Management And Planning LLC in Novato, CA and has over 9 years of experience in the finance industry.

5
Matthew J. Fannin
CRD#: 3166145
350 Ignacio Blvd Suite 105, Novato, CA 94949
86
Wealthminder
score

Matthew Fannin (CRD# 3166145) is an Investment Advisor Representative working at Alpha Wealth Management And Planning LLC in Novato, CA and has over 18 years of experience in the finance industry. Matthew Fannin 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.

6
Dwayne M. Arakaki
CRD#: 5167463
350 Ignacio Blvd Suite 105, Novato, CA 94949
81
Wealthminder
score

Dwayne Arakaki (CRD# 5167463) is an Investment Advisor Representative working at Alpha Wealth Management And Planning LLC in Novato, CA and has over 11 years of experience in the finance industry.

7
William C. Bomar
CRD#: 5030931
350 Ignacio Blvd, Suite 105, Novato, CA 94949
81
Wealthminder
score

William Bomar (CRD# 5030931) is an Investment Advisor Representative working at Alpha Wealth Management And Planning LLC in Novato, CA and has over 11 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.