RIA Intelligence

ALPINE WEALTH MANAGEMENT LLC

CRD #149463 SEC #801-69928 PALO ALTO, CA 650-351-7988
SEC Registered
Total AUM
$32.4M
Discretionary
$1.4M
Employees
1
Clients
11
Accounts
19

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jul 11, 2015
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
YAP, PENG KENIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
YAP, PENG KENIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
YAP, PENG KENIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
YAP, PENG KENIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
YAP, PENG KENIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
YAP, PENG KENIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
YAP, PENG KENIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
YAP, PENG KENIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
YAP, PENG KENIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
YAP, PENG KENIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
YAP, PENG KENIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
YAP, PENG KENIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
YAP, PENG KENIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
YAP, PENG KENIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
YAP, PENG KENIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
YAP, PENG KENIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Jul 11, 2015 REGISTERED

Notice Filings (1)

CA

Address

530 LYTTON AVE.
STE. 200
PALO ALTO, CA 94301
United States
Phone: 650-351-7988