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ALPHA FINANCIAL PARTNERS LLC

LEXINGTON, KY · CRD 306639 · IAPD ↗ · (859) 785-2660

$459.9MRegulatory AUM
5Advisory reps
7Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2025 — ALPHA FINANCIAL PARTNERS LLC reported RAUM up 27% ($295.0M -> $376.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
January 2025 — ALPHA FINANCIAL PARTNERS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
December 2024 — ALPHA FINANCIAL PARTNERS LLC notice-filed in IL.
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.