Alpha Wealth Funds
Overview
Private investment firm specializing in hedge funds, financial solutions, and investment advisory services. Founded in 2010 by Harvey Sax, the firm offers a range of services including emerging hedge funds, separately managed accounts, financial planning, estate and trust services, private placements, and in-house concierge services for high-net-worth individuals, families, and businesses. Alpha Wealth Funds is headquartered in Park City, Utah, and is known for its commitment to providing exceptional advisory services and traditional and alternative investments to its clients.
Investment Focus
- Accredited Investor Status
- Investment Horizon
- Risk Tolerance Assessment
- Due Diligence Process
Portfolio Companies
Reach Alpha Wealth Funds directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Alpha Wealth Funds
What sectors does Alpha Wealth Funds invest in?
Alpha Wealth Funds invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Park City, United States. Alpha Wealth Funds is listed as a private investment firm in the ConnectSafely investor database.
What stage does Alpha Wealth Funds invest at?
Alpha Wealth Funds backs companies at Seed, Early Stage, Growth, Late Stage, Buyout and Turnaround, writing cheques of 1M - 50M.
Which regions does Alpha Wealth Funds invest in?
Alpha Wealth Funds invests across United States.
Who are the partners at Alpha Wealth Funds?
Team members listed for Alpha Wealth Funds include Aimee Spencer (Sales Manager and Chief Compliance Officer) and Chase Thomas (owner / partner hedge fund manager and certified financial planner professional).
What companies has Alpha Wealth Funds invested in?
Alpha Wealth Funds's portfolio includes Apple, Microsoft, Amazon, Google and Tesla.
How do I contact Alpha Wealth Funds?
Alpha Wealth Funds's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
