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ALPHA FIDUCIARY

PHOENIX, AZ · CRD 144720 · IAPD ↗ · alphafiduciary.com · 480-505-4033

$114.0MRegulatory AUM
2Advisory reps
4Employees
0Clients
11-25Planning clients
13Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — ALPHA FIDUCIARY moved its main office from SCOTTSDALE, AZ to PHOENIX, AZ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

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