← Tributary

ALPHA ASSET MANAGEMENT

AKRON, OH · CRD 112571 · IAPD ↗ · (330) 374-7500

$129.1MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2025 — ALPHA ASSET MANAGEMENT (AKRON, OH) is newly SEC-registered with $128.7M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.