Chase Thomas
Chase Thomas is a CFP-designated registered investment advisor at Alpha Wealth Funds, LLC, based in Park City, UT, with 11 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 195 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alpha Wealth Funds manages investments for individual clients through separately managed accounts. The annual management fee is up to 1.5%-2% of the value of the assets in your account. The fee is calculated and charged daily based on the market value of your assets. There is no minimum account value required to be charged these fees. Alpha Wealth Funds also provides investment management services as a sub-advisor to other registered investment advisors.
Location
Park City, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Chase is on the board of directors for Alpha Wealth Foundation, a private foundation, and owns several businesses including House Thomas Properties (rental property), Get Out There Rentals (RV rental), H.T. Financial, INC (tax filing and accounting firm), House Thomas Creations, LLC (laser cutting and engraving), and House Thomas Group, LLC (multi-family office). Chase spends minimal time on each of these activities.
Employment History
Current Registrations
Alpha Wealth Funds, LLC
Previous Registrations
Wilkinson Financial LLC
Strategic Advisers, INC.
State Registrations8 states
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