# Alpha Planning and Financial Services

Alpha Planning and Financial Services is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 130842
- **SEC file number:** 801-135159
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/130842

## About

ALPHA PLANNING AND FINANCIAL SERVICES, INC. is an SEC-registered investment adviser in Solon, Ohio, registered since 2026. The firm manages approximately $113 million in assets. It has 5 employees and 2 investment advisers.

## Questions

### What is the firm's known investment strategy?

No investment strategy can be confirmed. The entity has not published any description of its asset allocation, sector focus, stage preferences, or investment philosophy through a website, regulatory filing, or press release.

### Does the firm have any disclosed portfolio companies or deals?

No portfolio companies, direct investments, or fund commitments have been disclosed. Industry databases, news archives, and regulatory filings contain no references to transactions executed by this entity.

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Last updated: 2026-06-03T20:00:00.000Z

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