Data / Investment advisers / Utah / Alpha Wealth Funds, LLC
Alpha Wealth Funds, LLC, Park City, UT: $214 million AUM, SEC registered investment adviser
Alpha Wealth Funds, LLC is an SEC registered investment adviser with its main office in Park City, Utah and reports $214 million in regulatory assets under management in its Form ADV filed June 10, 2026. Its clients include pooled investment vehicles, high net worth individuals and other investment advisers. It is paid through a percentage of assets under management, hourly charges and subscription fees. It advises 5 private funds.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 150231
- SEC file number
- 801-132551
- SEC status
- Approved, effective April 25, 2025
- Main office
- 1887 Gold Dust Lane Suite 203 a, Park City, UT 84060
- Phone
- (435) 269-4100
- Website
- theinsidersfund.com
- Regulatory AUM
- $214,122,623 in the Form ADV filed June 10, 2026
- Discretionary AUM
- $166,628,145
- Non discretionary AUM
- $47,494,478
- Accounts
- 442
- Employees
- 11, of which 11 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, subscription fees, fixed fees, commissions, performance based fees, other fees
- Private funds
- 5: 5 hedge funds
- Gross assets of private funds
- $143,746,447
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 10, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 4 | $98.2 million |
| High net worth individuals | 77 | $39.2 million |
| Other investment advisers | 1 | $35 million |
| Individuals (other than high net worth individuals) | 197 | $28.3 million |
| Charitable organizations | 1 | $925,664 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $214.1 million | March 9, 2026 |
| December 1, 2025 | $190 million | October 31, 2025 |
Other advisers in Park City
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Gladius Capital Management LP | Park City | $2.88 billion | 4 | adviserinfo.sec.gov |
| DW Healthcare Partners | Park City | $2.74 billion | 12 | adviserinfo.sec.gov |
| HST Ventures, LLC | Park City | $551.1 million | Not listed | adviserinfo.sec.gov |
| Decathlon Capital Management II, LLC | Park City | $266.7 million | 5 | adviserinfo.sec.gov |
| Kultura Capital Management LP | Park City | $244.7 million | 2 | adviserinfo.sec.gov |
| Echelons Capital, LLC | Park City | $174.4 million | Not listed | adviserinfo.sec.gov |
| Retv Management, LLC | Park City | Not listed | 12 | adviserinfo.sec.gov |
| DN Capital (US), Inc | Park City | Not listed | 11 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Park City, UT
- Investment advisers in Utah
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers serving high net worth individuals
- Advisers that manage private funds
- Alpha Wealth Funds, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.