Alphaplus Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 316620
- Website
- alphapluswm.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Alphaplus Wealth Management LLC is an independent RIA structured as an LLC and owned by an individual. The firm focuses on serving individual and family clients, providing financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing, hourly charges and the ability to take performance-based fees. Alphaplus does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or related/advisory network.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Public Funds/Mutual Funds20%
Owners & executives
1 of 1Srinivas Vaidya
Managing Member And Chief Compliance OfficerCRD 7441273
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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