Akram Anouar Tadlaoui

Current Employers

Weisberg Capital Management

Palm Desert, CA • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-08-20
CA	RA	APPROVED	2025-01-22

TX RA
APPROVED_RES

Since 2025-08-20
CA RA
APPROVED

Since 2025-01-22

Branch Locations

Palm Desert, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Pipe Mart Llc	Palm Desert	CA	08/2010	01/2019
Alpha Wealth Management, Llc	Hemet	CA	11/2014	02/2025
Financial Wellness For All	Indio	CA	08/2020	Present
Weisberg Capital Management Llc	Palm Desert	CA	11/2024	Present
Weisberg Capital Management Llc	Palm Desert	CA	01/2025	Present
Akram Tadlaoui, Sole Proprietor	Palm Desert	CA	09/2024	Present

08/2010 → 01/2019

Pipe Mart Llc

Palm Desert, CA
11/2014 → 02/2025

Alpha Wealth Management, Llc

Hemet, CA
08/2020 → Present

Financial Wellness For All

Indio, CA
11/2024 → Present

Weisberg Capital Management Llc

Palm Desert, CA
01/2025 → Present

Weisberg Capital Management Llc

Palm Desert, CA
09/2024 → Present

Akram Tadlaoui, Sole Proprietor

Palm Desert, CA

Previous Registrations

2014-11-06 → 2025-02-07

Alpha Wealth Management, Llc

Hemet, CA
2014-05-17 → 2014-11-11

Waddell & Reed

Indian Wells, CA

Riverside, CA

Other Businesses

Akram Tadlaoui, Sole Proprietor; Palm Desert; Investment Related; Fixed insurance sales; Insurance Agent; Started 09/2024; Approximately 5 hours spent per month. Financial Wellness for All; Indio, CA; Not Investment Related; Non-Profit; CEO; Started 08/2020; No time is spent on this activity each month.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-05-16

S66 Uniform Combined State Law Examination

2014-05-16

View on SEC IAPD