ARBALPHA
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 327158
- Registered since
- October 4, 2024
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Arbalpha is a limited liability company that registered with the SEC in 2024 and provides fee-based advisory services on a percentage-of-AUM schedule. The firm focuses on financial planning and portfolio management for individual clients and small businesses. Its public filings indicate ownership by a combination of a domestic entity and an individual. Arbalpha does not identify as an active ESG investor, is not a pension consultant, and is not designated as a multi-state adviser.
Assets & Accounts
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
- Other100%
Owners & executives
1 of 1BRUNO COSTA
CEOCRD 5686813
Contacts
2 of 2VICTOR COSTA
PresidentCRD 6205982
Kurt Watkins
CRD 8039990
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIAMI, FL
MIAMI DADE
Location
MIAMI, FL
Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 601 Brickell Key Dr
- Time zone
- ET (UTC-5)
- Office locations
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