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

other adviserderivedprivate_client_share=0.0 fund_share=0.14 institutional_share=0.0 related_bd=true related_bank=false bd_reps=1.0

Regulatory AUM

$232MItem 5.F on the latest filing (2026-05-01); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$232M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

10

Advisory employees

8

Offices

0Schedule D 1.F, beyond the principal office

Accounts

5

Private funds

3Schedule D 7.B(1)

Custody, client assets

$31.5M

SEC number

801-136077

CRD

300529

Filings on the tape

1

First filed

May 1, 2026

Latest filed

May 1, 2026

Organised

Corporation

Website

alphainnovations.io

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7ddfd636-a8ac-337b-8844-73051cc31a12

First observed

May 1, 2026

Last observed

May 1, 2026 4 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.