Alpha Wealth Funds, LLC
Alpha Wealth Funds, LLC is an SEC-registered mass-market adviser in Park City, UT with $214.1M assets under management (AUM, regulatory AUM), +81% over one year. See who owns Alpha Wealth Funds, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 150231, SEC 801-132551, data through 2026-06-10.
- AUM (assets under management / regulatory AUM)
- $214.1M (2026-06-10)
- Firm type
- Mass-Market Adviser
- Location
- Park City, UT
- Employees
- 11
- Clients
- 302
- CRD
- 150231
- Ownership
- THOMAS, CHASE, RICHARD; SPENCER, AIMEE, JACKSON
How much AUM does Alpha Wealth Funds, LLC have?
Alpha Wealth Funds, LLC reported $214.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-10).
Who owns Alpha Wealth Funds, LLC?
Disclosed owners and executives of Alpha Wealth Funds, LLC include THOMAS, CHASE, RICHARD, SPENCER, AIMEE, JACKSON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.