Investment adviser · CRD 139757
ALPHA WEALTH STRATEGIES, LLC
Investment adviser filing (IA)
CLARK MONROE BLACKMAN L.L.C.
· Form ADV filed Apr 23, 2026
- Regulatory AUM
- $220M Form ADV · Item 5.F
- Client accounts
- 36 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
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 |
|---|---|---|---|
| High-net-worth individuals | 33 | $218,050,480 | 99.2% |
| Individuals | Fewer than 5 | $1,821,883 | 0.8% |
Filing source
Form ADV 2097918 · Apr 23, 2026 · 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: Apr 23, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
CRD 139757
Filing source
Form ADV 2097918 · Apr 23, 2026 · 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.