Mark Leimberger
Alpha Advisors · Richmond, Virginia
Mark Leimberger is a fee-only financial advisor at Alpha Advisors in Richmond, Virginia. Alpha Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Mark →
Facts
| Firm | Alpha Advisors |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $256.1M across 401 accounts |
| SEC registration | Investment adviser representative in TX, VA · CRD 2830665 |
| Exams passed | Series 63 (1997) · Series 65 (1997) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | alpha-advisors.com |
| Profile |
How Mark's firm compares
- Alpha Advisors's average account is about $639,000, from its Form ADV (assets managed divided by 401 accounts).
Request an introduction to Mark
Tell Mark a little about what you're looking for. Mark isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Mark
Is Mark Leimberger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Alpha Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, Alpha Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Mark Leimberger based?
Mark Leimberger is based in Richmond, Virginia.
Is Mark Leimberger registered with the SEC?
Yes. Mark Leimberger is registered as an investment adviser representative in TX and VA (CRD 2830665), 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 Alpha Advisors manage?
Alpha Advisors reports $256.1M across 401 accounts in assets under management.
How do I contact Mark Leimberger?
Through Mark's website, alpha-advisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Alpha Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.