| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Alpha Low Volatility Fund | Hedge | $40.4M | $250K |
| The Insiders Fund | Hedge | $19.2M | $200K |
| Alpha Wealth Volatility Advantage Fund, LP | Hedge | $2.1M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Aimee Jackson Spencer | Cco | Under 5% | 2025 |
| Chase Richard Thomas Control | Owner | Over 75% | 2018 |
Alpha Wealth Funds, LLC reports $118.5 million in regulatory assets under management on its Form ADV.
Alpha Wealth Funds, LLC manages 3 private funds with combined gross assets of $61.7 million.
Alpha Wealth Funds, LLC reports 9 employees.
Alpha Wealth Funds, LLC is based in Park City, UT and has been SEC-registered since 2025.
Alpha Wealth Funds, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1887 Gold Dust Lane, Suite 203 a, Park City, UT 84060 |
| Phone | 435-269-4100 |
| Fax | 435-269-4101 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 2059327 |
| Discloses disciplinary history | No |
| Discretionary | $111.3M |
| Non-discretionary | $7.2M |
| Total (RAUM) | $118.5M |