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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Catalyst foundationFusion
- Established Date
- 01-03-2022
- Office Locations
- 1
Office Locations
About Alphaplus Wealth Management LLC
AlphaPlus Wealth Management is an independent, fee-only RIA providing investment management and hourly financial planning for individuals and families. Portfolios are built around goals and risk tolerance with allocations across equities, fixed income, and alternatives including cryptocurrency. The firm also advises on retirement plan strategies (401(k)/403(b)/457 and IRAs) and custodies assets with Charles Schwab and Interactive Brokers.
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Owner & Executives
Srinivas Vaidya
Chief Compliance Officer, Managing Member
- CRD
- #7441273
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,000,000 | -- |
| Non-Discretionary | $850,000 | -- |
| Total | $14,850,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,850,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,059,798,792 | 71.5% |
| Public Funds | $821,038,679 | 28.5% |
| Total | $2,880,837,471 | 100.0% |