Alpha Wealth Strategies, LLC
Alpha Wealth Strategies, LLC is an SEC-registered wealth manager with $219.9M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Alpha Wealth Strategies, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 139757, SEC 801-121887, data through 2026-04-23.
- AUM (assets under management / regulatory AUM)
- $219.9M (2026-04-23)
- Firm type
- Wealth Manager
- Employees
- 2
- Clients
- 36
- CRD
- 139757
- Ownership
- BLACKMAN, CLARK, MONROE; BLACKMAN, JULIA, CLAUS
How much AUM does Alpha Wealth Strategies, LLC have?
Alpha Wealth Strategies, LLC reported $219.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-23).
Who owns Alpha Wealth Strategies, LLC?
Disclosed owners and executives of Alpha Wealth Strategies, LLC include BLACKMAN, CLARK, MONROE, BLACKMAN, JULIA, CLAUS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.