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 $244,149,000 in 1,253 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    244
    MILLION
  • Total Number of Accounts
    1,253
    ACCOUNTS
  • Average Account Value
    $194,852
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, NC, NV, OR, TX, WA

Financial Advisors at Alpha Wealth Management And Planning LLC
Showing 1 - 7 of 7 top financial advisors.
1
Robert J. Atkins
CRD#: 850616
902 Stevenson Street, Santa Rosa, CA 95404

Robert Atkins (CRD# 850616) is an Investment Advisor Representative working at Alpha Wealth Management And Planning LLC in Santa Rosa, CA and has over 37 years of experience in the finance industry.

2
Penny C. Bacharach
CRD#: 1233412
350 Ignacio Blvd, Suite 105, Novato, CA 94949

Penny Bacharach (CRD# 1233412) is an Investment Advisor Representative working at Alpha Wealth Management And Planning LLC in Novato, CA and has over 38 years of experience in the finance industry.

3
William C. Bomar
CRD#: 5030931
350 Ignacio Blvd, Suite 105, Novato, CA 94949

William Bomar (CRD# 5030931) 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.

4
Jasin S. Carlen
CRD#: 2812112
Corte Madera, CA

Jasin Carlen (CRD# 2812112) is an Investment Advisor Representative working at Alpha Wealth Management And Planning LLC in Corte Madera, CA and has over 27 years of experience in the finance industry.

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

Matthew Fannin (CRD# 3166145) is an Investment Advisor Representative working at Alpha Wealth Management And Planning LLC in Novato, CA and has over 25 years of experience in the finance industry.

6
Andrei N. Jigalin
CRD#: 2777373
350 Ignacio Blvd Suite 105, Novato, CA 94949

Andrei Jigalin (CRD# 2777373) is an Investment Advisor Representative working at Alpha Wealth Management And Planning LLC in Novato, CA and has over 27 years of experience in the finance industry.

7
Keith A. Wheeler
CRD#: 1686779
350 Ignacio Blvd, Suite 105, Novato, CA 94949

Keith Wheeler (CRD# 1686779) is an Investment Advisor Representative working at Alpha Wealth Management And Planning LLC in Novato, CA and has over 36 years of experience in the finance industry.

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