This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$35.9MItem 5.F on the latest filing (2018-12-12); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$35.4M

Private client RAUM

$35.4MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$12.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

63

Individual clients

19

High net worth clients

9

SEC number

801-113633

CRD

297504

Filings on the tape

19

First filed

Jun 18, 2018

Latest filed

Dec 12, 2018

Organised

Limited Liability Company, California

• Occurred

  Jun 18, 2018
  First Form ADV filing

  Alphanext, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1f75c758-ee8d-9412-8fdc-59c9a2a70f06

First observed

Jun 18, 2018

Last observed

Dec 12, 2018 94 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.