Alpha Fiduciary
Alpha Fiduciary is an SEC-registered wealth manager in Scottsdale, AZ with $114.0M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Alpha Fiduciary: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 144720, SEC 801-68218, data through 2026-04-24.
- AUM (assets under management / regulatory AUM)
- $114.0M (2026-04-24)
- Firm type
- Wealth Manager
- Location
- Scottsdale, AZ
- Employees
- 4
- Clients
- 104
- CRD
- 144720
- Ownership
- DOGLIONE, ARTHUR, TODD; GILMORE, WALTER, ALAN; EICKELBERG, PETER, MARTIN
How much AUM does Alpha Fiduciary have?
Alpha Fiduciary reported $114.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-24).
Who owns Alpha Fiduciary?
Disclosed owners and executives of Alpha Fiduciary include DOGLIONE, ARTHUR, TODD, GILMORE, WALTER, ALAN, EICKELBERG, PETER, MARTIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.