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Alpha Wealth Management and Planning LLC

● SEC registered since 2016CRD 163917SEC# 801-108554Novato, CA
Export (members)
Reg. AUM
$355.9M
Employees
8
Accounts
1,411
Location
Novato, CA

Alpha Wealth Management and Planning LLC assets under management

Alpha Wealth Management and Planning LLC is an investment advisory firm registered with the SEC based in Novato, CA. The firm has been registered since 2016. It reports $355.9 million in regulatory assets under management and employs 8 people.
www.linkedin.com/in/andreijigalinfinancialplannerView on SEC.gov ↗

Alpha Wealth Management and Planning LLC owners & executives

1 reported
NameTitleOwnershipSince
Andrei Nicolai Jigalin ControlManaging Member & Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Alpha Wealth Management and Planning LLC manage?

Alpha Wealth Management and Planning LLC reports $355.9 million in regulatory assets under management on its Form ADV.

How many employees does Alpha Wealth Management and Planning LLC have?

Alpha Wealth Management and Planning LLC reports 8 employees.

Where is Alpha Wealth Management and Planning LLC located?

Alpha Wealth Management and Planning LLC is based in Novato, CA and has been SEC-registered since 2016.

Does Alpha Wealth Management and Planning LLC disclose fund performance?

Alpha Wealth Management and Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address350 Ignacio Blvd, Suite 105, Novato, CA 94949
Phone415-506-4569
Fax415-508-3467
Office hours9a.m.-5p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$347.7M
Non-discretionary$8.2M
Total (RAUM)$355.9M