CRD: 172724
Alpha Private Wealth Advisors LLC
$24.0M Total AUM
$24.0M Disc. AUM
-- 3Y CAGR
1 Employees
56 ADV. Clients
11 yrs Firm Age
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Optima vital
- Established Date
- 10-01-2014
- Office Locations
- 1
Office Locations
50 California Street Suite 1500 SAN Francisco CA
About Alpha Private Wealth Advisors LLC
Alpha Private Wealth Advisors LLC is a SAN Francisco-based RIA. The firm has been operating for 11 years. Managing $24.0M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include 529 Plans, Asset Management, Business Succession.
Team overview
-- AVG AGE
$24.0M AVG AUM / ADVISOR
$428.6K AVG AUM / CLIENT
11.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Glacier wave
Client Personas
Pioneer Beacon vertex Frontier
Custodian
Quantum Beacon Optima crest Legacy delta
Investment Themes
Wave focus Signal Vector summit Radial bridge
Investment Vehicles
Pioneer Frontier timber
Platform
Catalyst alpha
Services
Vertex Timber Pioneer ridge Vector quantum Pioneer Horizon Focus Frontier ember Capital Fusion Timber Ridge
Technology
Oak delta
Owner & Executives
N
NEVILLE EARL RICHARDSON
Chief Compliance Officer, Managing Member, Private Wealth Advisor
- CRD
- #4275361
- Ownership
- 75% or more
(640) 356-5205
peak.insight@frontiercapital.com
in linkedin.com/in/glacier-value
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,000,000 | $472,727 |
| Non-Discretionary | $0 | -- |
| Total | $24,000,000 | $472,727 |
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Separately Managed Accounts
Total SMA Asset: $24,000,000
Equity - Exchange:
22.3% Other:
16.8% Cash:
19.9% U.S. Government/Agency:
17.7% Corporate - Investment Grade:
23.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,140,061,865 | 22.3% |
| Other | $858,880,688 | 16.8% |
| Cash | $1,017,364,624 | 19.9% |
| U.S. Government/Agency | $904,892,153 | 17.7% |
| Corporate - Investment Grade | $1,191,185,716 | 23.3% |
| Total | $5,112,385,046 | 100.0% |