Managing Member & Chief Compliance Officer · Alpha Wealth Management and Planning LLC
Andrei N. Jigalin
CRD 2777373 · Named on Form ADV at one SEC-registered adviser
At a glance
Alpha Wealth Management and Planning LLC, an SEC-registered wealth manager based in Novato, CA with $320 million in regulatory assets, lists Andrei N. Jigalin on its Form ADV as Managing Member & Chief Compliance Officer, a control person.
Firms and roles
- Alpha Wealth Management and Planning LLCManaging Member & Chief Compliance OfficerWealth manager · Novato, CA · $320M in regulatory assets
AtlasMembers
Andrei’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrei’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.