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Alpha Wealth Management AND Planning LLC

Alpha Wealth Management AND Planning LLC. CRD 163917

A

CRD: 163917

Alpha Wealth Management AND Planning LLC

Novato, CA, 94949
4155064569
www.alphawmp.com
$319.6M Total AUM
$309.5M Disc. AUM
9.7% 3Y CAGR
8 Employees
480 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · LPL Financial · SEI
Clients
Retail and Institutional
Platforms
--
Established Date
06-29-2012
Office Locations
4

Office Locations

350 Ignacio Blvd Suite 105 Novato CA
-- Corte Madera CA
-- Novato CA

About Alpha Wealth Management AND Planning LLC

Alpha Wealth Management and Planning is an independent California-based firm providing wealth management, financial planning, and divorce financial analytics. The team builds goal-based portfolios and planning strategies for individuals and families, including entrepreneurs, and can meet in person (Novato/Santa Rosa) or remotely nationwide. Custody includes LPL Financial.

Team overview

56 AVG AGE
$63.9M AVG AUM / ADVISOR
$665.8K AVG AUM / CLIENT
9.2 yrs AVG TENURE
8 Employees
5 Advisory Reps
5 RIA Reps
13yrs Firm Age

Insights

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Asset Classes

Prime Optima capital Insight

Client Personas

Unison atlas

Investment Themes

Wave Meridian Insight legacy Ridge Glacier vector

Investment Vehicles

Alpha vertex Bridge

Services

Atlas Ember legacy Vertex fusion Beacon wave Matrix crest Foundation Pioneer vital Crest quantum Value frontier Bridge

Owner & Executives

ANDREI NICOLAI JIGALIN

ANDREI NICOLAI JIGALIN

Chief Compliance Officer, Financial Advisor, Managing Member

CRD
#2777373
Ownership
75% or more
(401) 558-9216
matrix.alpha@crestcapital.com
in linkedin.com/in/vertex-unison

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Contacts

R

ROBERT JACKSON ATKINS

Financial Advisor

CRD
#850616
(522) 808-1822
ember.matrix@elementcapital.com
in linkedin.com/in/matrix-frontier
PENNY CHIN BACHARACH

PENNY CHIN BACHARACH

Financial Consultant

CRD
#1233412
(267) 217-2794
timber.harbor@bridgecapital.com
in linkedin.com/in/insight-pathway
R

Ridge bridge

North quantum ridge

CRD
#70619
(863) 529-6622
unison.foundation@foundationcapital.com
in linkedin.com/in/vital-wave

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-28-2022
04-17-2023
11-14-2024
08-28-2025
03-26-2026
Category Assets AVG. Account size
Discretionary $309,519,000 $218,587
Non-Discretionary $10,055,000 $10,055,000
Total $319,574,000 $225,529

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Separately Managed Accounts

Total SMA Asset: $319,574,000

$319.6M Total SMA
Public Funds:
11.6%
Equity - Exchange:
14.7%
Cash:
13.4%
Corporate - Non-Investment Grade:
11.2%
U.S. Government/Agency:
8.7%
Municipal Bonds:
11.8%
Other:
11.1%
Private Funds:
17.5%
Asset class Assets Assets %
Public Funds $76,919,453 11.6%
Equity - Exchange $97,475,513 14.7%
Cash $88,855,230 13.4%
Corporate - Non-Investment Grade $74,267,058 11.2%
U.S. Government/Agency $57,689,590 8.7%
Municipal Bonds $78,245,650 11.8%
Other $73,603,959 11.1%
Private Funds $116,042,278 17.5%
Total $663,098,731 100.0%

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