Alpha Wealth Management And Planning LLC
Alpha Wealth Management And Planning LLC is an SEC-registered mass-market adviser in Novato, CA with $319.6M assets under management (AUM, regulatory AUM), -10% over one year. See who owns Alpha Wealth Management And Planning LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 163917, SEC 801-108554, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $319.6M (2026-03-26)
- Firm type
- Mass-Market Adviser
- Location
- Novato, CA
- Employees
- 8
- Clients
- 480
- CRD
- 163917
- Ownership
- JIGALIN, ANDREI, NICOLAI; FANNIN, MATTHEW, JONES
How much AUM does Alpha Wealth Management And Planning LLC have?
Alpha Wealth Management And Planning LLC reported $319.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Alpha Wealth Management And Planning LLC?
Disclosed owners and executives of Alpha Wealth Management And Planning LLC include JIGALIN, ANDREI, NICOLAI, FANNIN, MATTHEW, JONES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.