Alpha Wealth Management And Planning Llc
- Regulatory AUM
- $320M
- Discretionary
- $310M
- Clients
- 480
- Avg AUM / client
- $666K
- Accounts
- 1,417
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Jul 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 232 | $84.1M | 26.3% |
| High net worth individuals | 241 | $217M | 67.8% |
| Pension and profit sharing plans | 2 | $12.4M | 3.87% |
| Charitable organizations | 1 | $5.9M | 1.86% |
| Corporations and other businesses | 4 | $449K | 0.14% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrei Nicolai Jigalin | Managing Member & Chief Compliance Officer | CFP | Jun 2012 (14y) | 50% – 75% |
| Matthew Jones Fannin | Managing Member/Principal | Jul 2012 (14y) | 50% – 75% | |
| Penny Chin Bacharach | Registered representative | CFP | Mar 2015 (11y) | |
| Robert Jackson Atkins | Registered representative | Apr 2015 (11y) | ||
| William Carl Bomar | Registered representative | Apr 2016 (10y) | ||
| Keith A Wheeler | Registered representative | Aug 2020 (6y) | ||
| Jasin Scott Carlen | Registered representative | Nov 2023 (3y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- LPL Financial $346M (108% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 21, 2026.
View current Form ADV (SEC/IAPD) ↗