Dominic Ross
Investment adviser representative at Alpha Wealth Funds, LLC
12 yearsExperience
2 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
12 years in the industry.
- Alpha Wealth Funds, LLCFeb 2026 to now
- Allworth FinancialAug 2024 to Feb 2026
- Aw SecuritiesAug 2024 to Feb 2026
- TIAAOct 2023 to Aug 2024
- TIAA-CREF Individual & Institutional Services, LLCOct 2023 to Aug 2024
- UnemployedAug 2023 to Oct 2023
- Fidelity Personal and Workplace AdvisorsNov 2022 to Jul 2023
- Fidelity Brokerage Services LLCApr 2022 to Jul 2023
- Fidelity InvestmentsSep 2021 to Jul 2023
- ProgrexionAug 2020 to Oct 2020
- Walmart DistributionApr 2020 to Jul 2020
- Brigham Young University - Idaho Dept. of MusicSep 2019 to Dec 2019
- Holland America Princess Alaska- YukonJan 2019 to Aug 2019
- Clarus Glass BoardsApr 2018 to Aug 2018
- UnemployedMay 2017 to Sep 2017
- The Church of Jesus Christ of Latter-day SaintsMay 2015 to May 2017
- Brigham Young University- IdahoSep 2014 to Sep 2021
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (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
- 7540852
- Firm CRD
- 150231