Alpha Wealth Group Employee Directory

Financial ServicesIllinois, United States2-10 Employees

Alpha Wealth Group is a registered investment advisory firm based in Oakbrook Terrace, Illinois. The firm gathers a small team of financial advisors who focus on helping clients manage and protect their investments while addressing tax and estate considerations, with the aim of increasing net worth and safeguarding a legacy. Serving individuals seeking a multi-disciplinary approach to financial planning, Alpha Wealth Group integrates estate, tax, and investment management to address client needs in a coordinated manner. The company operates within the financial services sector and positions itself as a regional advisory presence offering personalized guidance to its clients. A notable recent development is the firm’s acquisition of Holborn Financial Ltd in September 2021, a move that extended its footprint into the UK.

Find Alpha Wealth Group employees' phone numbers or email addresses

Alpha Wealth Group Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Alpha Wealth Group's Leadership

  • Stylized image of a person
    C. S.
    Office Manager
    Phone icon
  • Stylized image of a person
    T. F.
    Principal
    Phone icon
  • Stylized image of a person
    M. B.
    Principal
    Phone icon

Alpha Wealth Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Alpha Wealth Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. S.
    Office Manager
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    T. F.
    Principal
    Phone icon
    United StatesIowa
    Apr 14, 2026
  • Stylized image of a person
    M. B.
    Principal
    Phone icon
    Oct 16, 2024

Frequently Asked Questions

What is Alpha Wealth Group known for?

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Alpha Wealth Group was founded in 2010 operates in the Financial Services industry. The company's main headquarters is located in Oakbrook Terrace, Illinois 60181 United States; you can contact the main corporate office by phone at . Explore Alpha Wealth Group's company overview page for more information.

What is Alpha Wealth Group's most common email format?

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Alpha Wealth Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Alpha Wealth Group email formats with LeadIQ.

How many employees does Alpha Wealth Group have currently?

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Alpha Wealth Group has approximately 3 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Alpha Wealth Group's key employees and leadership?

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As of May 2026, Alpha Wealth Group's key employees include:

  • Office Manager: C. S.
  • Principal: T. F.
  • Principal: M. B.

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