Alexander Page
Page Capital Private Wealth Management · Walnut Creek, California
Alexander Page is a fee-only financial advisor at Page Capital Private Wealth Management in Walnut Creek, California. Page Capital Private Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Page Capital Private Wealth Management |
|---|---|
| Based in | Walnut Creek, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $55.5M across 27 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6781446 |
| Exams passed | Series 66 (2017) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How Alexander's firm compares
- Page Capital Private Wealth Management's average account is about $2.1 million, from its Form ADV (assets managed divided by 27 accounts).
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Questions about Alexander
Is Alexander Page a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alexander holds no broker registration, and Page Capital Private Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alexander charge for financial advice?
Alexander's firm, Page Capital Private Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Alexander Page based?
Alexander Page is based in Walnut Creek, California.
Is Alexander Page registered with the SEC?
Yes. Alexander Page is registered as an investment adviser representative in CA (CRD 6781446), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Page Capital Private Wealth Management manage?
Page Capital Private Wealth Management reports $55.5M across 27 accounts in assets under management.
How do I contact Alexander Page?
Contact details aren't on file yet. Search for Page Capital Private Wealth Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Walnut Creek
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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