# ALPHA WEALTH FUNDS, LLC

ALPHA WEALTH FUNDS, LLC of PARK CITY, UT is an SEC-registered investment adviser.

## Registration

- CRD: 150231
- Type: SEC-registered investment adviser
- SEC file number: 801-132551
- Location: 1887 GOLD DUST LANE, SUITE 203 A, PARK CITY, UT, 84060
- Phone: 435-269-4100
- Latest filing: 2026-06-10
- Regulatory AUM: $214.1M
- Discretionary AUM: $166.6M
- Non-discretionary AUM: $47.5M
- Clients: 11
- Accounts: 442

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance, Commissions, Subscription, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Corporations, Investment cos

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Aimee Jackson Spencer | CCO | Park City, UT |
| Chase Richard Thomas | OWNER; PARTNER | — |
| Harvey Warren Sax | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150231/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150231/similar
- Related entities: https://search.stillhousedata.com/firm/150231/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150231

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.