Alpha Wealth Funds, LLC

Alpha Wealth Funds, LLC (CRD# 150231) is a financial advisory firm headquartered in Park City, UT. They manage $96,941,227 in 173 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    173
    ACCOUNTS
  • Average Account Value
    $560,354
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX, UT

Financial Advisors at Alpha Wealth Funds, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Jenny L. Bober
CRD#: 6589277
1887 Gold Dust Lane, Suite 203 A, Park City, UT 84060

Jenny Bober (CRD# 6589277) is an Investment Advisor Representative working at Alpha Wealth Funds, LLC in Park City, UT and has over 8 years of experience in the finance industry.

2
Harvey W. Sax
CRD#: 1831458
1887 Gold Dust Lane, Suite 203 A, Park City, UT 84060

Harvey Sax (CRD# 1831458) is an Investment Advisor Representative working at Alpha Wealth Funds, LLC in Park City, UT and has over 35 years of experience in the finance industry.

3
Chase R. Thomas
CRD#: 6086393
1887 Gold Dust Lane, Suite 203 A, Park City, UT 84060

Chase Thomas (CRD# 6086393) is an Investment Advisor Representative working at Alpha Wealth Funds, LLC in Park City, UT and has over 11 years of experience in the finance industry.

4
Michael B. Torrence
CRD#: 6906009
1887 Gold Dust Lane, Suite 203 A, Park City, UT 84060

Michael Torrence (CRD# 6906009) is an Investment Advisor Representative working at Alpha Wealth Funds, LLC in Park City, UT and has over 6 years of experience in the finance industry.

5
Preston Bell
CRD#: 7802327
1887 Gold Dust Lane, Suite 203 A, Park City, UT 84060

Preston Bell (CRD# 7802327) is an Investment Advisor Representative working at Alpha Wealth Funds, LLC in Park City, UT and has 1 year of experience in the finance industry.

6
Loay W. Hassan
CRD#: 7756241
1887 Gold Dust Lane, Suite 203 A, Park City, UT 84060

Loay Hassan (CRD# 7756241) is an Investment Advisor Representative working at Alpha Wealth Funds, LLC in Park City, UT and has 1 year of experience in the finance industry.

7
Jayden V. Thomas
CRD#: 7791840
Deweyville, UT

Jayden Thomas (CRD# 7791840) is an Investment Advisor Representative working at Alpha Wealth Funds, LLC in Deweyville, UT and has 1 year of experience in the finance industry.

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