Alpha Wealth Funds

Finance · Utah, United States · 1-10 Employees

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Overview

Headquarters

1887 Gold Dust Ln Ste 203A, Park City, U...

Phone Number

(435) 658-1934

Revenue

<$5 Million

Industry

Finance Venture Capital & Private Equity
ZI Rank: 1
Signal Type
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ZI Rank
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About Alpha Wealth Funds

Alpha Wealth Funds specializes in long-short equity funds, including The Insiders Fund, which is recognized as one of the best performing funds globally. They offer a range of services such as financial planning, separately managed accounts, and emerging hedge funds, focusing on delivering value and education to their clients. Their target clients include sophisticated high net worth investors and family offices seeking alpha through nimble investment strategies. The firm is committed to empowering clients and providing results they can proudly share.Explore more
Alpha Wealth Funds's Social MediaPopular SearchesAlpha Wealth Funds LLCAlpha Wealth FundsAlpha Low Volatility Fund LPAlpha Wealth Volatility Advantage Fund LPHsax Co LicSIC Code 67,672NAICS Code 52,525Show more

Alpha Wealth Funds Org Chart

PhoneEmail
AS
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Sales Manager & Chief Compliance Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Alpha Wealth Funds

<$5M
1-10
Private
<$5M
2003
AS
Aimee SpencerSales Manager & Chief Compliance Officer
$5.5M
11-50
Private
-
2008
JM
Joseph MarrenPresident, CEO & Chief Information Officer
<$5M
11-50
Private
-
2000
BA
Beth AttianeseChief Financial Officer
<$5M
11-50
Private
-
2008
Carl Berg, Managing Member at Catalyst Financial Partners
Carl BergManaging Member
<$5M
11-50
Private
-
2003
CL
Charles LynamPartner, Chief Financial Officer
<$5M
11-50
Private
-
1962
PE
Paul EdmondsCEO & Founder
<$5M
1-10
Private
-
2018
N/A
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Company Profile Activity

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Among all Finance companies

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High Activity

Activity Insights

Alpha Wealth Funds is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Alpha Wealth Funds is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Alpha Wealth Funds.

Alpha Wealth Funds financials insights

Gather financial insights about Alpha Wealth Funds, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$38K

See All Alpha Wealth Funds's Financials Insights

Alpha Wealth Funds Tech Stack

A closer look at the technologies used by Alpha Wealth Funds

Alpha Wealth Funds News & Media

  • Insiders Fund’s Investment Thesis for AppFolio (APPF)

    Alpha Wealth Funds, LLC, an investment management company, released its Q3 2025 letter for the “Insiders Fund”. A copy of the letter can be downloaded here. The fund returned 4.96% in September, bringing the YTD returns to 21.37%. This compares to the benchmark, S&P 500 September return of 3.65% and the year-to-date return through September […]
  • What Makes Rockwell Automation (ROK) a High-Quality Compounder?

    Alpha Wealth Funds, LLC, an investment management company, released its Q3 2025 letter for the “Insiders Fund”. A copy of the letter can be downloaded here. The fund returned 4.96% in September, bringing the YTD returns to 21.37%. This compares to the benchmark, S&P 500 September return of 3.65% and the year-to-date return through September […]
  • Energy Transfer (ET): The Ignored Stock Until Indispensable

    Alpha Wealth Funds, LLC, an investment management company, released its Q3 2025 letter for the “Insiders Fund”. A copy of the letter can be downloaded here. The fund returned 4.96% in September, bringing the YTD returns to 21.37%. This compares to the benchmark, S&P 500 September return of 3.65% and the year-to-date return through September […]
Read more news

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Frequently Asked Questions Regarding Alpha Wealth Funds

What is Alpha Wealth Funds's official website?
Alpha Wealth Funds's official website is www.alphawealthfunds.com
What is Alpha Wealth Funds's Revenue?
Alpha Wealth Funds's revenue is <$5 Million
What is Alpha Wealth Funds's SIC code?
Alpha Wealth Funds's SIC: 67,672
What is Alpha Wealth Funds's NAICS code?
Alpha Wealth Funds's NAICS: 52,525
How many employees does Alpha Wealth Funds have?
Alpha Wealth Funds has 1-10 employees
What industry does Alpha Wealth Funds belong to?
Alpha Wealth Funds is in the industry of: Finance, Venture Capital & Private Equity
What is Alpha Wealth Funds competition?
Alpha Wealth Funds top competitors include: Catalyst Financial Partners, Paamco, KStone Partners, Eagle Wealth Strategies
What technology does Alpha Wealth Funds use?
Some of the popular technologies that Alpha Wealth Funds uses are: WordPress.org, PHP, Cloudflare Website Optimization, Google Cloud Web Serving
How do I contact Alpha Wealth Funds?
Alpha Wealth Funds contact info: Phone number: (435) 658-1934 Website: www.alphawealthfunds.com
What does Alpha Wealth Funds do?

Alpha Wealth Funds specializes in long-short equity funds, including The Insiders Fund, which is recognized as one of the best performing funds globally. They offer a range of services such as financial planning, separately managed accounts, and emerging hedge funds, focusing on delivering value and education to their clients. Their target clients... include sophisticated high net worth investors and family offices seeking alpha through nimble investment strategies. The firm is committed to empowering clients and providing results they can proudly share.Read More

What are Alpha Wealth Funds social media links?
Alpha Wealth Funds Linkedin page Alpha Wealth Funds Twitter page Alpha Wealth Funds Facebook page
Is Alpha Wealth Funds a public company?
Alpha Wealth Funds is private company therefore does not currently have an official ticker symbol
See more information about Alpha Wealth Funds

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