Alpha Wealth Funds, LLC
● SEC registered since 2025CRD 150231SEC# 801-132551Park City, UT
Ranks #5,041 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$214.1M
Fund GAV
$143.7M
Private funds
5
Employees
11
Accounts
442
Location
Park City, UT
Alpha Wealth Funds, LLC assets under management
Alpha Wealth Funds, LLC is a registered investment adviser overseen by the SEC based in Park City, UT. The firm has been registered since 2025. It reports $214.1 million in regulatory assets under management and employs 11 people. Alpha Wealth Funds, LLC manages 5 private funds with combined gross assets of $143.7 million, including Alpha Low Volatility Fund. By regulatory assets, it ranks 5,041 of 6,004 private fund managers.
Alpha Wealth Funds, LLC private funds
5 funds · $143.7M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Alpha Low Volatility Fund | Hedge | $48.5M | $250K |
| Alpha Low Volatility Fund II, LP | Hedge | $48.5M | $250K |
| Alpha Synthetic Equity Protection Fund, LP | Hedge | $29.6M | $250K |
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Join to unlock · $37/moAlpha Wealth Funds, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aimee Jackson Spencer | Cco | Under 5% | 2025 |
| Chase Richard Thomas Control | Owner | Over 75% | 2018 |
Frequently asked questions
How much does Alpha Wealth Funds, LLC manage?
Alpha Wealth Funds, LLC reports $214.1 million in regulatory assets under management on its Form ADV.
How many private funds does Alpha Wealth Funds, LLC manage?
Alpha Wealth Funds, LLC manages 5 private funds with combined gross assets of $143.7 million.
How many employees does Alpha Wealth Funds, LLC have?
Alpha Wealth Funds, LLC reports 11 employees.
Where is Alpha Wealth Funds, LLC located?
Alpha Wealth Funds, LLC is based in Park City, UT and has been SEC-registered since 2025.
Does Alpha Wealth Funds, LLC disclose fund performance?
Alpha Wealth Funds, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1887 Gold Dust Lane, Suite 203 a, Park City, UT 84060 |
| Phone | 435-269-4100 |
| Fax | 435-269-4101 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 2059327 |
| Discloses disciplinary history | No |
Regulatory AUM
$214.1M▲ 81%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
AUM vs fund managersTop 84%
Larger than 16% of 6,004 private-fund managers
Number of fundsTop 40%
More funds than 60% of fund managers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$214.1Mregulatory AUM
Discretionary $166.6MNon-discretionary $47.5M
Service providers
Auditor
Prime broker
Custodian
Administrator