Cameron James Thomas
Investment adviser representative at Alpha Wealth Funds, LLC
14 yearsExperience
4 statesRegistered in
$214.1MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Alpha Wealth Funds, LLCApr 2025 to now
- Northern TrustJan 2022 to Mar 2025
- Foreside Fund Services, LLCFeb 2020 to Dec 2021
- Aviva Investors AmericaNov 2019 to Nov 2021
- Goldman, Sachs & Co.Jul 2012 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 4 states (IL, NV, TX, UT).
Alpha Wealth Funds, LLC
$214.1MAssets managed
303Clients
12Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5890037
- Firm CRD
- 150231