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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Srinivas? Claim Your ProfileSrinivas Vaidya is a registered investment advisor representative with AlphaPlus Wealth Management LLC in Vienna, Virginia. Srinivas has been in the industry since July 2021 and has a Series 65 license. Srinivas holds a Uniform Investment Adviser Law Examination exam, which he passed on July 12, 2021. Srinivas is also a software engineer for Navy Federal Credit Union, a position he has held since November 2007. AlphaPlus Wealth Management LLC manages approximately $4.8 million in assets for 19 clients. The firm specializes in financial planning and portfolio management for individuals. AlphaPlus Wealth Management LLC charges fees based on an hourly rate, a percentage of assets, and performance-based fees. The firm serves high-net-worth individuals and other individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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VA
01/03/2022 - Present
Alphaplus Wealth Management LLC (VIENNA VA)
IA
Issued 07/12/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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