ALPHA WEALTH FUNDS, LLC
C42
CRD 150231·SEC 801-132551·PARK CITY, UT
AUM
$214.1M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$642K
@ 30% margin
Est. Deal Value
$5.1M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
Client mix
| Individuals Other | 197 |
| Individuals High Net Worth | 77 |
| Other | 23 |
| Pooled Investment Vehicles | 4 |
| Charitable Organizations | 1 |
Operations
Advisory staff (5-yr trend)
'25 · 7 advisors
'26 · 9 advisors
'25'26
7 advisors → 9 advisors▲ +29%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
1887 GOLD DUST LANE, SUITE 203APARK CITY, UT 84060
Business
1887 GOLD DUST LANE, SUITE 203APARK CITY, UT 84060
Edgar Recent Filings
13F-HR2026-05-14 · 0002059327-26-000002
13F-HR2026-02-02 · 0002059327-26-000001
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited