ALPHA CAPITAL WEALTH ADVISORS, LLC

ALPHA CAPITAL WEALTH ADVISORS, LLC is an SEC-registered investment adviser (CRD 328727). Regulatory assets under management: $12.8M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 328727
• Type: Registered investment adviser
• Phone: 571-992-5537
• Latest filing: 2026-06-03
• Regulatory AUM: $12.8M
• Discretionary AUM: $12.8M
• Clients: 1
• Accounts: 14

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328727 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search