AlphaPlus Wealth Management
AlphaPlus Wealth Management LLC is a Registered Investment Advisor firm serving professionals and families in Washington DC Area and nationally.
04/20/2026
AlphaPlus Wealth Management LLC – Portfolio Performance Overview
Since inception in December 2021 through April 2026, the AlphaPlus managed portfolio has delivered strong and consistent growth, reflecting the effectiveness of our active investment strategy and disciplined risk management approach.
Starting with an initial investment base, the portfolio has grown to a Net Asset Value of $325,913.75, representing a total return of approximately 225.9% over the period. This performance significantly outpaces traditional market benchmarks, driven by strategic asset allocation and timely investment decisions.
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Irvin Street
Tysons Corner, VA
22182