Alphaplus Wealth Management LLC

Overview

Alphaplus Wealth Management LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model includes a percentage-of-AUM charge augmented by hourly billing and the capacity to agree to performance-based fees. The firm reports that it does not identify as an active ESG investor and does not operate as a multi-state adviser or pension consultant. It does not describe itself as a capital allocator; the business focus is traditional advisory and planning services rather than running pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives