# Alperin Financial Solutions, LLC

> Alperin Financial Solutions, LLC is a state-registered investment advisory firm in Virginia Beach, VA, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 23, 2026.

- CRD: 325714
- Filed as: ALPERIN FINANCIAL SOLUTIONS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Virginia Beach, VA
- Filing period: October 2026
- Form ADV filing dated: September 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325714
- AdvisorCensus page: https://advisorcensus.com/firm/alperin-financial-solutions-llc-virginia-beach-va-325714

## Quick answers

**How is Alperin Financial Solutions, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Alperin Financial Solutions, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Alperin Financial Solutions, LLC located?**
Alperin Financial Solutions, LLC's principal office is in Virginia Beach, VA, according to its Form ADV.

**Is Alperin Financial Solutions, LLC registered with the SEC or a state?**
Alperin Financial Solutions, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 325714.

**How much does Alperin Financial Solutions, LLC manage?**
Alperin Financial Solutions, LLC reports $45,000,000 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (0% discretionary).

**What types of clients does Alperin Financial Solutions, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (25); high net worth individuals (22).

**Does Alperin Financial Solutions, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/325714

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $45,000,000
- Discretionary: $0
- Non-discretionary: $45,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $5,000,000 |
| High net worth individuals | 22 | $40,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alperin Financial Solutions, LLC (CRD 325714): Form ADV filing data as of October 2026.