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ALPHA WEALTH FUNDS, LLC

PARK CITY, UT · CRD 150231 · IAPD ↗ · theinsidersfund.com · 435-269-4100

$214.1MRegulatory AUM
11Advisory reps
11Employees
0Clients
51-100Planning clients
5Private funds
24States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
July 2026 — ALPHA WEALTH FUNDS, LLC grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
25
April 2026 — ALPHA WEALTH FUNDS, LLC changed its website from alphawealthfunds.com to theinsidersfund.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
67
April 2026 — ALPHA WEALTH FUNDS, LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
44
December 2025 — ALPHA WEALTH FUNDS, LLC notice-filed in AR, IA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
December 2025 — ALPHA WEALTH FUNDS, LLC reported RAUM up 60% ($118.5M -> $190.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
June 2025 — ALPHA WEALTH FUNDS, LLC notice-filed in AK, AZ, CA, FL, ID, IL, MD, MI, NC, NJ, NV, OH, OK, OR, VA, WA, WI, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
May 2025 — ALPHA WEALTH FUNDS, LLC (PARK CITY, UT) is newly SEC-registered with $118.5M RAUM and 7 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.