A
$32.0M Total AUM
$32.0M Disc. AUM
-- 3Y CAGR
1 Employees
137 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Delta
- Established Date
- 01-01-2016
- Office Locations
- 1
Office Locations
2377 Gold Meadow Drive #100 Gold River CA
About Alpha Retirement Wealth, LLC
Alpha Retirement Wealth, LLC is a Gold River, CA boutique RIA led by Matthew Sydney Curtis. The firm provides financial and retirement planning, tax planning, insurance and business-succession guidance for entrepreneurs. Portfolios emphasize asset allocation using ETFs and fixed income, custodying with Charles Schwab and using Nitrogen (Riskalyze) for risk analytics.
Team overview
49 AVG AGE
$32.0M AVG AUM / ADVISOR
$233.2K AVG AUM / CLIENT
10.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
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Client Personas
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Investment Themes
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Technology
Summit beacon
Owner & Executives
M
MATTHEW SYDNEY CURTIS
Chief Compliance Officer, Chief Executive Officer, President, Principal
- CRD
- #6288664
- Ownership
- 75% or more
(549) 944-1430
fusion.vertex@foundationcapital.com
in linkedin.com/in/beacon-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,953,252 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,953,252 | -- |
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Separately Managed Accounts
Total SMA Asset: $31,953,252
Public Funds:
29.0% Cash:
25.8% Corporate - Investment Grade:
25.9% Equity - Exchange:
19.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $908,101,560 | 29.0% |
| Cash | $807,897,250 | 25.8% |
| Corporate - Investment Grade | $811,028,634 | 25.9% |
| Equity - Exchange | $604,357,245 | 19.3% |
| Total | $3,131,384,689 | 100.0% |