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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-22-2006
- Office Locations
- 1
Office Locations
About Alpha Wealth Strategies, LLC
Alpha Wealth Strategies is a boutique, fee-only SEC-registered RIA delivering investment advice and holistic financial guidance for wealthy families and successful entrepreneurs. Founder/CIO/CCO Clark M. Blackman II works directly with every client, bringing 40+ years of tax and investment experience and multiple national industry recognitions. Portfolios emphasize asset allocation using public funds and ETFs (with fixed income and select alternatives as needed), typically custodied at Schwab.
Team overview
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Asset Classes
Client Personas
Investment Themes
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Owner & Executives
CLARK MONROE BLACKMAN II
Chief Compliance Officer, Chief Investment Officer, Financial Advisor, General Partner
- CRD
- #1261505
- Ownership
- 75% or more
CLARK MONROE BLACKMAN III
Advisor, Chief Executive Officer, Managing Member
- CRD
- #5979102
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $219,872,363 | $6,107,566 |
| Non-Discretionary | $0 | -- |
| Total | $219,872,363 | $6,107,566 |
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Separately Managed Accounts
Total SMA Asset: $219,872,363
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,964,785,086 | 25.1% |
| Equity - Exchange | $2,027,407,718 | 25.9% |
| Municipal Bonds | $759,299,416 | 9.7% |
| Corporate - Investment Grade | $782,782,903 | 10.0% |
| U.S. Government/Agency | $1,792,572,847 | 22.9% |
| Private Funds | $500,981,057 | 6.4% |
| Total | $7,827,829,027 | 100.0% |