Fee-only adviser · Gold River, CA
Alpha Retirement Wealth, LLC
Alpha Retirement Wealth, LLC is a fee-only investment adviser registered with the securities regulators of California, Colorado, with its main office in Gold River, California. On its latest Form ADV, filed March 23, 2026, it reports $32M in regulatory assets under management, 137 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California, Colorado |
|---|---|
| Firm CRD number | 281786 |
| Office | 2377 Gold Meadow Drive #100 Gold River, CA 95670 |
| Phone | (916) 229-8346 |
| Website | www.alpharw.com |
| Regulatory assets under management | $32M |
| Individual clients | 6 non-high-net-worth, 131 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Other |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 23, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Gold River
- Three Oaks Wealth $100M
Nearby
- Fair Oaks 2 firms
- Folsom 10 firms
- Sacramento 25 firms
- Roseville 13 firms
- Granite Bay 5 firms
- El Dorado Hills 7 firms
- Rocklin 5 firms
- Elk Grove 2 firms
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