ALPHA WEALTH FUNDS, LLC
CRD #150231 SEC #801-132551 PARK CITY, UT 435-269-4100
SEC Registered Private Funds
Total AUM
$190M
Discretionary
$182.6M
Employees
9
Clients
51
Accounts
572
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Utah
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SPENCER, AIMEE, JACKSON | I | CCO | NA | |
| SPENCER, AIMEE, JACKSON | I | CCO | NA | |
| SPENCER, AIMEE, JACKSON | I | CCO | NA | |
| SPENCER, AIMEE, JACKSON | I | CCO | NA | |
| SPENCER, AIMEE, JACKSON | I | CCO | NA | |
| SPENCER, AIMEE, JACKSON | I | CCO | NA | |
| SPENCER, AIMEE, JACKSON | I | CCO | NA | |
| THOMAS, CHASE, RICHARD | I | OWNER | E | Control |
| THOMAS, CHASE, RICHARD | I | OWNER | E | Control |
| THOMAS, CHASE, RICHARD | I | OWNER | E | Control |
| THOMAS, CHASE, RICHARD | I | OWNER | E | Control |
| THOMAS, CHASE, RICHARD | I | OWNER | E | Control |
| THOMAS, CHASE, RICHARD | I | OWNER | E | Control |
| SAX, HARVEY, WARREN | I | PARTNER | D | Control |
| THOMAS, CHASE, RICHARD | I | PARTNER | C | Control |
Registrations
Federal
IA
Oct 31, 2025 REGISTERED
Notice Filings (23)
AK AR AZ CA CO FL IA ID IL MD MI NC NJ NV OH OK OR PR TX UT VA WA WI
Address
1887 GOLD DUST LANESUITE 203 A
PARK CITY, UT 84060
United States
Phone: 435-269-4100