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TAPPALPHA

· CRD 327980 · IAPD ↗ · 206-222-8646

$386.0MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
July 2026 — TAPPALPHA reported RAUM up 1134% ($31.3M -> $386.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
June 2024 — TAPP FINANCE is now doing business as TAPPALPHA.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

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