Alpha Wealth Management

Financial Services • Hemet, California, United States • 1-10 Employees

Company overview

Headquarters	220 N. San Jacinto Ave, Hemet, CA 92543, US
Phone number	+17602374121
Websites	alpha-wealth.com desertalphawealth.com
NAICS	52
SIC	736
Keywords	Stocks, Trust Administration, Tax Planning, Etfs, IRA, Roth Ira, Commodities, Asset Management, Bonds, Pension Plans, Holistic Financial Planning, Retirement Planning, Market Research, Options Trading, Alternative Investments, Estate Planning, Mutual Funds, Employee Benefit Plans, 401(K) Rollovers, Investment Adviser, Institutional Asset Management, Certified Financial Planner, Corporate Retirement Services, Certified Investment Management Analyst, Chartered Financial Consultant, 401(K) Benchmarking
Founded	2011
Employees	1-10
Socials

Key Contact at Alpha Wealth Management

Sam Lau

Research Director

Alpha Wealth Management Email Formats

Alpha Wealth Management uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@alpha-wealth.com), used 100% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@alpha-wealth.com	100%

About Alpha Wealth Management

Alpha Wealth Management is an independent Registered Investment Advisor. We provide personalized financial advice to our clients. We do this by taking the time to get to know you, and understand your needs. Our priority is to listen to your concerns and get to know you and your family. Because we are independent, we are not tied to any family of funds or investment products. Our advisors do not take part in any sales contests or incentive trips. As fiduciaries, we are held to the highest standard of care, and are bound to do what is in the best interest of our clients at all times. We chose to be held to this standard by becoming a Registered Investment Advisor, and we wouldn’t have it any other way. Call us today 951-765-1200. https://www.Alpha-Wealth.com https://www.facebook.com/alphawealthmgmt/ https://twitter.com/AlphaWealth11

Alpha Wealth Management revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Alpha Wealth Management has never raised funding before.

Alpha Wealth Management Tech Stack

Discover the technologies and tools that power Alpha Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

GoDaddy

Hosting

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

Google Cloud

IaaS

Google Cloud CDN

CDN

Envoy

Reverse proxies

Frequently asked questions

Alpha Wealth Management is located in Hemet, California, US.

You can reach Alpha Wealth Management at +17602374121.

Alpha Wealth Management was founded in 2011, making it 15 years old. The company has established itself as a significant player in its industry over this time.

Alpha Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Alpha Wealth Management

Sam Lau

Research Director

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