RIA Intel›Advisers›Arizona›ALPHA FINANCIAL NORDIC LLC

ALPHA FINANCIAL NORDIC LLC

Advisory

FOUNTAIN HILLS, AZ

Data as of Jan 22, 2026 · Source: SEC Form ADV

Average account

$679K

across 19 accounts

AUM per adviser

$13M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 22, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients19

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

19 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

IMAGINE FINANCIAL SERVICES LLC

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SABINO INVESTMENT MANAGEMENT, L.L.C.

TUCSON, AZ

$13M

-30.3% 1Y

EXECUTIVE ASSET ADVISORS LLC

$13M

ABILITY FIRST FINANCIAL, LLC

PHOENIX, AZ

$13M

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