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ALPHA WEALTH STRATEGIES, LLC

· CRD 139757 · IAPD ↗ · alphawealthstrategies.com · 281-758-5252

$219.9MRegulatory AUM
2Advisory reps
2Employees
1Clients
11-25Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
February 2026 — ALPHA WEALTH STRATEGIES, LLC 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.