ALPHA WEALTH MANAGEMENT, LLC
CRD #158608 SEC #801-72596 HEMET, CA (951) 765-1200
SEC Registered
Total AUM
$26M
Discretionary
$25M
Employees
1
Clients
0
Accounts
106
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $26M | $25M | $1M | 1 | 106 |
| May 2012 | $26M | $25M | $1M | 1 | 106 |
| Apr 2012 | $26M | $25M | $1M | 1 | 106 |
| Apr 2012 | $26M | $25M | $1M | 1 | 106 |
| Mar 2012 | $26M | $25M | $1M | 1 | 106 |
| Jul 2011 | $0 | $0 | $0 | 5 | -- |
| Jul 2011 | $0 | $0 | $0 | 5 | -- |
| Jul 2011 | $0 | $0 | $0 | 5 | -- |
DateJun 2012
Total AUM$26M
Discretionary$25M
Non-Disc.$1M
Employees1
Clients106
DateMay 2012
Total AUM$26M
Discretionary$25M
Non-Disc.$1M
Employees1
Clients106
DateApr 2012
Total AUM$26M
Discretionary$25M
Non-Disc.$1M
Employees1
Clients106
DateApr 2012
Total AUM$26M
Discretionary$25M
Non-Disc.$1M
Employees1
Clients106
DateMar 2012
Total AUM$26M
Discretionary$25M
Non-Disc.$1M
Employees1
Clients106
DateJul 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--