True Alpha Wealth Management
Company

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
Industry
Financial Services
Employees
10
Founded
2018
Stock Symbol
ABOVE
Funding
,
NAICS
Finance and Insurance
Monetary 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 Contact
Megan Mckean From the Classroom to Wall Street.
Email
Steven Hafner Managing Partner, COO Private Client Services at True Alpha Wealth Management
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
Email Phone

Employees by Management Level

Executive 2 profiles
Individual contributor 2 profiles

Compare Similar Companies to True Alpha Wealth Management