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ALPHAPOINT, INC.

CORONA DEL MAR, CA · CRD 130115 · IAPD ↗ · 714-290-4762

$5.56BRegulatory AUM
1Advisory reps
1Employees
20Clients
11-25Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2024 — ALPHAPOINT, INC. reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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