Alpha Wealth Management And Planning LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 163917
- SEC number
- 801-108554
- Firm type
- RIA
- Assets under management
- $319.6M as of Mar 26, 2026
- Website
- www.linkedin.com/in/andreijigalinfinancialplanner ↗
- Phone
- 415-506-4569
- Address
- 350 Ignacio Blvd, Novato, CA, 94949
Advisors at this firm
5 in our index · page 1 of 1
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Robert Jackson AtkinsCRD 850616 · Santa Rosa, CAIA RegisteredBroker
-
Penny Chin BacharachCRD 1233412 · Novato, CAIA RegisteredBroker
-
William Carl BomarCRD 5030931 · Novato, CAIA RegisteredBroker
-
Jasin Scott CarlenCRD 2812112 · Corte Madera, CAIA RegisteredBroker
-
Andrei Nicolai JigalinCRD 2777373 · Novato, CAIA RegisteredBroker
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 163917 ↗
FINRA BrokerCheck record for firm CRD 163917 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.