ALPHA WEALTH FUNDS, LLC

ALPHA WEALTH FUNDS, LLC of PARK CITY, UT is an SEC-registered investment adviser (CRD 150231). Regulatory assets under management: $214.1M.

Registration

• CRD: 150231
• SEC file number: 801-132551
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 150231 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search