True Alpha Wealth Management Management Team
Contact top employees from
True Alpha Wealth Management
Summary
True Alpha Wealth Management is a goals-based wealth management team dedicated to serving affluent individuals, families, and businesses.
Securities offered through ...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Founded
2018
Contact True Alpha Wealth Management
Organization Website
Social Links
Phone Number
855-246-3747
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2012 | Privately Held | 25 - 100 | 2.8M | $0 | |
| 2015 | Public Company | 1-10 | - | $- | |
| - | - | 1-10 | - | $- |
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at True Alpha Wealth Management shows a diverse range of experience levels:
9% have been with the company for less than 1 year18% for 1–2 years36% for 3–4 years36% for 5–7 yearsEx-employees positions
In Company
In New Company
Contact top employees from
True Alpha Wealth Management
Steven Hafner
Managing Partner, COO Private Client Services
Tyler McKean AWMA
Managing Partner
Tessa Steinemann
Managing Partner
Megan McKean
Wealth Management Associate
Brian Duttera
Founder, Managing Partner, CIO, Wealth Management Advisor, Sr. Portfolio Manager
Elizabeth Skrinak
Director of Financial Planning and Analysis
Chad Wicker
Financial Advisor
Sarah Przyojski
Wealth Management Associate
Mason Ivey
Finance Intern
Similar Companies
FAQ
True Alpha Wealth Management operates in the Financial Services industries. More details can be found on the official website: truealphawm.com.
The headquarters of True Alpha Wealth Management are located in Toledo, United States.
You can contact True Alpha Wealth Management by phone at 855-246-3747.
True Alpha Wealth Management currently employs 10-50 people.
Well-known competitors of True Alpha Wealth Management include HighMark Wealth Management, Whelan Scott Asset Management and Stabler Wealth Management.
