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AlphaPlus Wealth Management
ALPHAPLUS WEALTH MANAGEMENT LLC is an SEC-registered investment adviser with $15 million in regulatory assets under management. The firm manages $14 million on...
AlphaPlus Wealth Management
ALPHAPLUS WEALTH MANAGEMENT LLC is an SEC-registered investment adviser with $15 million in regulatory assets under management. The firm manages $14 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
Is AlphaPlus Wealth Management registered with the SEC?
Yes. AlphaPlus Wealth Management LLC is registered as an investment advisor with the U.S. Securities and Exchange Commission. RIA registration mandates fiduciary standards and periodic disclosure filings via Form ADV, though the firm has not publicly released detailed operational or strategic information.
What does the firm's name imply about its client base?
The name 'AlphaPlus' suggests a focus on generating excess returns—or the concept of alpha—in client portfolios. The 'Wealth Management' qualifier positions it as an advisory-oriented entity rather than a direct investment firm,consistent with a multi-family office serving families with complex needs.
Has AlphaPlus made any investments that are publicly known?
No known investments are publicly attributed to AlphaPlus Wealth Management. The firm has not appeared as a lead or co-investor in any reported deal, nor has it disclosed holdings in public filings, making its portfolio opaque.
How does AlphaPlus differ from a single-family office?
AlphaPlus is registered as an RIA, a structure that typically implies service to multiple unrelated families rather than a single controlling dynasty. This differentiates it from single-family offices like Cascade Investment or ICONIQ Capital, which directly manage one family's fortune.
Where can an allocator find more information about the firm?
The primary public source is the SEC's Investment Adviser Public Disclosure (IAPD) database, which lists regulatory filings for AlphaPlus Wealth Management LLC. Beyond that, the firm does not maintain a public website, LinkedIn presence, or media profile.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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