# ALPHA WEALTH MANAGEMENT AND PLANNING LLC

ALPHA WEALTH MANAGEMENT AND PLANNING LLC of NOVATO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 163917
- Type: SEC-registered investment adviser
- SEC file number: 801-108554
- Location: 690 DE LONG AVE., NOVATO, CA, 94945
- Phone: 415-506-4569
- Latest filing: 2026-08-03
- Regulatory AUM: $319.6M
- Discretionary AUM: $309.5M
- Non-discretionary AUM: $10.1M
- Clients: 8
- Accounts: 1,417

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (4)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/163917/brochure
- Similar advisers: https://search.stillhousedata.com/firm/163917/similar
- Related entities: https://search.stillhousedata.com/firm/163917/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/163917

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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.