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Alpha Wealth Management and PlanningFinancial advisor in Novato, CA

Alpha Wealth Management and Planning is a financial advisor at 690 De Long Ave #300, Novato, CA 94945, ranked #30 of 214 financial advisors in Novato and rated 5.0 from 3 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Novato, CAUpdated 0 paid placements in any rankingHow we rank

Call (415) 506-4569Website ↗

Key facts

Key facts about Alpha Wealth Management and Planning
Address690 De Long Ave #300, Novato, CA 94945Get directions
Phone(415) 506-4569
Websiteguide.alphawmp.com
HoursMonday to Friday: 8:30 AM – 5 PM
Google rating5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Novato and 11 towns within 25 miles: San Anselmo, San Rafael, Petaluma, Larkspur, Mill Valley, Sonoma, San Pablo, Tamalpais-Homestead Valley, Pinole, Hercules and Richmond.

Based in Novato, CAView on map

Opening hours

Opening hours for Alpha Wealth Management and Planning
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday8:30 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Alpha Wealth Management and Planning

How is Alpha Wealth Management and Planning ranked in Novato?

Alpha Wealth Management and Planning is ranked #30 of 214 financial advisors in Novato by RFA Score, with 61 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Alpha Wealth Management and Planning’s hours?

Alpha Wealth Management and Planning is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Alpha Wealth Management and Planning serve?

Serves Novato and 11 towns within 25 miles: San Anselmo, San Rafael, Petaluma, Larkspur, Mill Valley, Sonoma, San Pablo, Tamalpais-Homestead Valley, Pinole, Hercules and Richmond. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Alpha Wealth Management and Planning?

Alpha Wealth Management and Planning has a rating of 5.0 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Alpha Wealth Management and Planning?

Call Alpha Wealth Management and Planning on (415) 506-4569. The business is at 690 De Long Ave #300, Novato, CA 94945. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Alpha Wealth Management and Planning compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Alpha Wealth Management and Planning (this business)—615.0 (3)NoNo
Financial Zen#28625.0 (29)NoNo23.1 mi
Moraes & Cassidy Group#31615.0 (6)NoNo5.5 mi

See all 214 ranked financial advisors in Novato