True Alpha Wealth Management
True Alpha Wealth Management is a goals-based wealth management team dedicated to serving affluent individuals, families, and businesses. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Private Wealth Services, LLC. True Alpha Wealth Management is a member firm of Kestra Private Services, LLC, an affiliate of Kestra IS. True Alpha Wealth Management and Kestra IS are not affiliated. Neither Kestra IS nor its affiliates offer tax or legal advice. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Private Wealth Services, LLC may only conduct business with residents of the states in jurisdictions in which they are properly registered. Therefore, a response to request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional, please contact Kestra IS Compliance Department at 844-553-7872.
7-day free trial · no credit card
Verified contacts
5
available on Kipplo
LinkedIn employees
9
11 to 50 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
1
tools in use
Monthly traffic
188
organic / mo
Sign up free to see all 5 verified contacts at True Alpha Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- CW
Chad Wicker
Financial Advisor · Finance & Accounting
EmailPhone - TS
Tessa Steinemann
Partner · General Business & Management
EmailPhone - MM
Megan McKean
Wealth Management Associate · Finance & Accounting
EmailPhone - SP
Sarah Przyojski
Wealth Management Associate · Finance & Accounting
EmailPhone
Showing 4 of 5 verified contacts
Top roles at True Alpha Wealth Management
3 distinct titles indexed · top 3 shown.
- 3wealth management associate
- 1financial advisor
- 1partner
Sign up to unlock all 5 contacts at True Alpha Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 5 verified contacts at True Alpha Wealth Management
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.