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EE

Evan M. Enerlich

ALPHA FINANCIAL PARTNERS
LEXINGTON, KY 40508
Some features on this profile are disabled
CRD#: 7442318
EE
Evan Michael EnerlichALPHA FINANCIAL PARTNERS

Professional summary

Evan Michael Enerlich, who also goes by Evan Enerlich, is a registered financial advisor currently at ALPHA FINANCIAL PARTNERS LLC located in Lexington, Kentucky.

Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Evan has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Evan Enerlich

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan Michael Enerlich's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 23, 2026 - Present

ALPHA FINANCIAL PARTNERS LLC

Office #1: 319 Cedar St. Suite 201, Lexington, KY 40508
RIA
CRD#: 306639
LEXINGTON, KY
Past

January 18, 2022 - October 3, 2023

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Houston, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AF
ALPHA FINANCIAL PARTNERS LLC
ALMERANT WEALTH MANAGEMENT, LLC | ALPHA FINANCIAL PARTNERS LLC

CRD#: 306639 / SEC#: 801-117851

RIA
Registered Investment Advisory firm - (1/2/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Kentucky
(7/23/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/30/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/31/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/18/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/20/2021
Securities Industry Essentials Examination

Current Firm

AF
ALPHA FINANCIAL PARTNERS LLC
ALMERANT WEALTH MANAGEMENT, LLC | ALPHA FINANCIAL PARTNERS LLC

CRD#: 306639 / SEC#: 801-117851

RIA
Registered Investment Advisory firm - (1/2/2020 Approved)
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Contact information

Main Address
319 Cedar St. Suite 201, Lexington, KY 40508
Mailing Address
Phone number
(859) 785-2660
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ALPHA FINANCIAL PARTNERS WRAP FEE PROGRAM (3/5/2026)
ALPHA FINANCIAL DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT (3/5/2026)

Regulatory assets under management

Total Number of Accounts1,424
AUM (Assets Under Management)$ 459,855,610

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ALPHA FINANCIAL PARTNERS LLC

CRD#: 306639Lexington, KY 40508

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