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True Alpha Wealth Management

True Alpha Wealth Management

Financial Services, 5004 Timber Commons Dr, Toledo, Ohio, 44870, United States, 11-50 Employees

truealphawm.com

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phone no Phone Number: +18*********

Who is 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 Serv...

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  • 5004 Timber Commons Dr, Toledo, Ohio, 44870, United States Headquarters: 5004 Timber Commons Dr, Toledo, Ohio, 44870, United States
  • 2018 Date Founded: 2018
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6799

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True Alpha Wealth Management Org Chart and Mapping

Employees
Stephanie Fratoe

Stephanie Fratoe

Senior Wealth Management Associate - Relationship Manager

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Frequently Asked Questions Regarding True Alpha Wealth Management

Answer: True Alpha Wealth Management's headquarters are located at 5004 Timber Commons Dr, Toledo, Ohio, 44870, United States

Answer: True Alpha Wealth Management's phone number is +18*********

Answer: True Alpha Wealth Management's official website is https://truealphawm.com

Answer: True Alpha Wealth Management's revenue is $1 Million to $5 Million

Answer: True Alpha Wealth Management's SIC: 6799

Answer: True Alpha Wealth Management has 11-50 employees

Answer: True Alpha Wealth Management is in Financial Services

Answer: True Alpha Wealth Management contact info: Phone number: +18********* Website: https://truealphawm.com

Answer: 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.

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