Owner · Alpha Wealth Funds, LLC
Chase R. Thomas
CRD 6086393 · Named on Form ADV at one SEC-registered adviser
At a glance
Alpha Wealth Funds, LLC, an SEC-registered private fund adviser based in Park City, UT with $214 million in regulatory assets, lists Chase R. Thomas on its Form ADV as Owner, a control person.
Firms and roles
- Alpha Wealth Funds, LLCOwnerPrivate fund adviser · Park City, UT · $214M in regulatory assets
AtlasMembers
Chase’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
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Aimee J. SpencerCCO, Alpha Wealth Funds, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Chase’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.