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ALPHA FINANCIAL ADVISORS, LLC

MCLEAN, VA · CRD 116291 · IAPD ↗ · alphafinancialadvisors.com · 703-442-7686

$218.3MRegulatory AUM
5Advisory reps
7Employees
0Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2024 — ALPHA FINANCIAL ADVISORS, LLC reported RAUM down 27% ($230.2M -> $168.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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