ALPHA WEALTH MANAGEMENT AND PLANNING LLC

CRD #163917 SEC #801-108554 NOVATO, CA 415-506-4569

SEC Registered

Total AUM

$355.9M

Discretionary

$347.7M

Employees

Clients

Accounts

1,411

Firm Details

Organization Type: Limited Liability Company
State of Formation: California
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Aug 28, 2025
Branch Offices: 3

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
JIGALIN, ANDREI, NICOLAI	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
JIGALIN, ANDREI, NICOLAI	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
JIGALIN, ANDREI, NICOLAI	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
JIGALIN, ANDREI, NICOLAI	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
JIGALIN, ANDREI, NICOLAI	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
JIGALIN, ANDREI, NICOLAI	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
JIGALIN, ANDREI, NICOLAI	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
FANNIN, MATTHEW, JONES	I	MANAGING MEMBER/PRINCIPAL	D	Control
FANNIN, MATTHEW, JONES	I	MANAGING MEMBER/PRINCIPAL	D	Control
FANNIN, MATTHEW, JONES	I	MANAGING MEMBER/PRINCIPAL	D	Control
FANNIN, MATTHEW, JONES	I	MANAGING MEMBER/PRINCIPAL	D	Control
FANNIN, MATTHEW, JONES	I	MANAGING MEMBER/PRINCIPAL	D	Control
FANNIN, MATTHEW, JONES	I	MANAGING MEMBER/PRINCIPAL	D	Control
FANNIN, MATTHEW, JONES	I	MANAGING MEMBER/PRINCIPAL	D	Control
FANNIN, MATTHEW, JONES	I	MANAGING MEMBER/PRINCIPAL	D	Control
FANNIN, MATTHEW, JONES	I	MANAGING MEMBER/PRINCIPAL	D	Control
FANNIN, MATTHEW, JONES	I	MANAGING MEMBER/PRINCIPAL	D	Control
FANNIN, MATTHEW, JONES	I	MANAGING MEMBER/PRINCIPAL	D	Control
FANNIN, MATTHEW, JONES	I	MANAGING MEMBER/PRINCIPAL	D	Control
FANNIN, MATTHEW, JONES	I	MANAGING MEMBER/PRINCIPAL	D	Control
FANNIN, MATTHEW, JONES	I	MANAGING MEMBER/PRINCIPAL	D	Control
FANNIN, MATTHEW, JONES	I	MANAGING MEMBER/PRINCIPAL	D	Control
FANNIN, MATTHEW, JONES	I	MANAGING MEMBER/PRINCIPAL	D	Control
JIGALIN, ANDREI, NICOLAI	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
JIGALIN, ANDREI, NICOLAI	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
JIGALIN, ANDREI, NICOLAI	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
JIGALIN, ANDREI, NICOLAI	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
JIGALIN, ANDREI, NICOLAI	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
JIGALIN, ANDREI, NICOLAI	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
JIGALIN, ANDREI, NICOLAI	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
JIGALIN, ANDREI, NICOLAI	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
JIGALIN, ANDREI, NICOLAI	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
JIGALIN, ANDREI, NICOLAI	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
JIGALIN, ANDREI, NICOLAI	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
JIGALIN, ANDREI, NICOLAI	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
JIGALIN, ANDREI, NICOLAI	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
JIGALIN, ANDREI, NICOLAI	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
JIGALIN, ANDREI, NICOLAI	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
JIGALIN, ANDREI, NICOLAI	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
JIGALIN, ANDREI, NICOLAI	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
JIGALIN, ANDREI, NICOLAI	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
FANNIN, MATTHEW, JONES	I	MANAGING MEMBER/PRINCIPAL	C	Control
FANNIN, MATTHEW, JONES	I	MANAGING MEMBER/PRINCIPAL	C	Control

Registrations

Federal

Aug 28, 2025 REGISTERED

Notice Filings (10)

AZ CA CO FL ID NC NV OR TX WA

Address

350 IGNACIO BLVD
SUITE 105
NOVATO, CA 94949
United States

Phone: 415-506-4569