Investment adviser · CRD 132837
ALPHA CENTAURI WEALTH MANAGEMENT INC.
Investment adviser filing (IA)
ANAHEIM, CA, United States · Form ADV filed Jul 28, 2023
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Banks & thrifts | Fewer than 5 | $0 | Not reported |
| Retirement plans | Fewer than 5 | $0 | Not reported |
| Charities | Fewer than 5 | $0 | Not reported |
| Government entities | Fewer than 5 | $0 | Not reported |
| Other investment advisers | Fewer than 5 | $0 | Not reported |
| Insurance companies | Fewer than 5 | $0 | Not reported |
| Sovereign wealth & foreign institutions | Fewer than 5 | $0 | Not reported |
| Corporations & businesses | Fewer than 5 | $0 | Not reported |
Filing source
Form ADV 1761373 · Jul 28, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 28, 2023. View historical filings
Reported services
Not reported in these imported fields
Compensation
Not reported in these imported fields
Principal office
2300 E. KATELLA AVE, SUITE 200ANAHEIM, CA, 92806, United States
CRD 132837
Filing source
Form ADV 1761373 · Jul 28, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.