ALPHA WEALTH MANAGEMENT AND PLANNING LLC of NOVATO, CA is an SEC-registered investment adviser (CRD 163917). Regulatory assets under management: $319.6M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Andrei Nicolai Jigalin | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Matthew Jones Fannin | MANAGING MEMBER/PRINCIPAL | — |
| JIGALIN ANDREI NICOLAI | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| FANNIN MATTHEW JONES | MANAGING MEMBER/PRINCIPAL | — |