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).
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Total Assets Under Management97MILLION
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Total Number of Accounts173ACCOUNTS
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Average Account Value$560,354
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Commissions
- Performance-based fees
- Other
- 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
TX, UT
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.
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.
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.
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.
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.
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.
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.