RIA Intel›Advisers›California›ALPHA RETIREMENT WEALTH, LLC

ALPHA RETIREMENT WEALTH, LLC

Advisory

GOLD RIVER, CA

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in CA

#3,895

of 5,480 advisers by AUM

Average account

$233K

across 137 accounts

AUM per adviser

$32M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$32M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$32M

Discretionary AUM$32M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients137

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, CO

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

137 clients

131 high-net-worth

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

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