True Alpha Wealth Management
Financial Services
United States
10 employees
ABOVE
- Employees
- 10
- Contacts
- 3
- Emails
- 3
- Phones
- 1
True Alpha Wealth Management Overview
- Headquarters
- United States
- Website
- www.truealphawm.com
- Industry
- Financial Services
- Employees
- 10
- Founded
- 2018
- Stock Symbol
- ABOVE
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About True Alpha Wealth Management
True Alpha Wealth Management is a goals-based wealth management team dedicated to serving affluent individuals, families, and businesses. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Private Wealth Services, LLC. True Alpha Wealth Management is a member firm of Kestra Private Services, LLC, an affiliate of Kestra IS. True Alpha Wealth Management and Kestra IS are not affiliated. Neither Kestra IS nor its affiliates offer tax or legal advice. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Private Wealth Services, LLC may only conduct business with residents of the states in jurisdictions in which they are properly registered. Therefore, a response to request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional, please contact Kestra IS Compliance Department at 844-553-7872.
True Alpha Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 1
- 25.0% coverage
True Alpha Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Megan Mckean | From the Classroom to Wall Street. | Toledo, Ohio, United States |
Email
|
| Steven Hafner | Managing Partner, COO Private Client Services at True Alpha Wealth Management | Ohio, United States |
Email
|
| Tyler Mckean Awma, Cepa, Cff | Managing Partner at True Alpha Wealth Management |
View
|
|
| Tessa Steinemann, Cdfa®, Cfp® | Managing Partner / CFO - True Alpha Wealth Management | Sandusky, Ohio, United States |
Email
Phone
|
Employees by Management Level
Executive
2 profiles
Individual contributor
2 profiles
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