Preston Bell
Investment adviser representative at Alpha Wealth Funds, LLC
20 yearsExperience
3 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
20 years in the industry.
- Alpha Wealth Funds, LLCAug 2023 to now
- Gabb WirelessNov 2021 to Jan 2025
- StudentJun 2006 to Nov 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (CO, 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
- 7802327
- Firm CRD
- 150231