Alpha Wealth Funds Information

Alpha Wealth Funds is an SEC-registered investment adviser and fund manager based in Park City, Utah. We specialize in options-based, volatility-aware investment strategies designed with the objective of generating income while managing downside risk. Options-based portfolio management is a specialized approach, and many investors have never had the opportunity to see these strategies explained straightforwardly. We think that's worth fixing. Alongside investment management, we coordinate the broader financial picture under one roof: financial planning, retirement planning, tax planning and strategy, estate planning, trustee services, charitable giving, and business solutions. One team. One coordinated strategy. Reducing gaps between the people managing your capital and the people helping you plan around it. We work with a deliberately limited number of individual investors, family offices, and institutions. By maintaining a focused client base, we're able to prioritize proactive, year-round communication rather than relying solely on periodic reviews: clear fees, clear reporting, and a clear understanding of where you stand. Chase Thomas, CFP®, joined Alpha Wealth Funds as a partner in 2018 and now serves as the firm's Owner and CEO, leading its investment strategies and long-term vision. Alpha Wealth Funds manages a family of private investment funds built around low-volatility and volatility-aware investment strategies. Learn more here: www.alphawealthfunds.com. Schedule a consultation: https://www.alphawealthfunds.com/contact-us Form ADV: https://adviserinfo.sec.gov/firm/summary/150231 Alpha Wealth Funds, LLC is an SEC-registered investment adviser. Registration does not imply any level of skill or training. All investments involve risk, including possible loss of principal. This content is for informational purposes only and is not investment advice or an offer to buy or sell any security or interest in any fund.