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ALPHA BETA GAMMA WEALTH MANAGEMENT

PALM BEACH GARDENS, FL · CRD 286579 · IAPD ↗ · (561) 207-6399

$267.0MRegulatory AUM
4Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
August 2025 — ALPHA BETA GAMMA WEALTH MANAGEMENT (PALM BEACH GARDENS, FL) left the SEC roster (was $267.0M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
53
April 2025 — ALPHA BETA GAMMA WEALTH MANAGEMENT added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
April 2024 — ALPHA BETA GAMMA WEALTH MANAGEMENT notice-filed in AR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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