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ALPHA SOLUTIONS INVESTMENT ADVISORS

SOUTH SAN FRANCISCO, CA · CRD 156541 · IAPD ↗ · 415-882-7088

$466.3MRegulatory AUM
4Advisory reps
6Employees
0Clients
1-10Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — ALPHA SOLUTIONS INVESTMENT ADVISORS notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — ALPHA SOLUTIONS INVESTMENT ADVISORS reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
December 2025 — ALPHA SOLUTIONS INVESTMENT ADVISORS notice-filed in AZ, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
December 2025 — ALPHA SOLUTIONS INVESTMENT ADVISORS reported RAUM up 39% ($261.5M -> $363.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
February 2025 — ALPHA SOLUTIONS INVESTMENT ADVISORS notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
February 2025 — ALPHA SOLUTIONS INVESTMENT ADVISORS reported RAUM up 49% ($172.4M -> $257.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
66
April 2024 — ALPHA SOLUTIONS INVESTMENT ADVISORS reported RAUM up 56% ($110.2M -> $172.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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