Alpha Financial Advisors, LLC
Alpha Financial Advisors, LLC is an SEC-registered wealth manager in Charlotte, NC with $619.3M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Alpha Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 122545, SEC 801-79666, data through 2026-06-26.
- AUM (assets under management / regulatory AUM)
- $619.3M (2026-06-26)
- Firm type
- Wealth Manager
- Location
- Charlotte, NC
- Employees
- 9
- Clients
- 259
- CRD
- 122545
- Ownership
- GUGLE, JOHN, THOMAS; GUGLE, ANN MARIE, REILLEY; MCGEHEE, JAMES, BERNARD; BARRINGER, HENRY, NICHOLSON; WEAVER, TYLER, WILLIAM
How much AUM does Alpha Financial Advisors, LLC have?
Alpha Financial Advisors, LLC reported $619.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-26).
Who owns Alpha Financial Advisors, LLC?
Disclosed owners and executives of Alpha Financial Advisors, LLC include GUGLE, JOHN, THOMAS, GUGLE, ANN MARIE, REILLEY, MCGEHEE, JAMES, BERNARD, BARRINGER, HENRY, NICHOLSON, WEAVER, TYLER, WILLIAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.