Evan Zollinger

Employer firm

Alpha Wealth Funds, LLC CRD 150231

$214M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2026 → Present
  Alpha Wealth Funds, Llc
  Park City, UT
• 05/2021 → 12/2021
  Mountain America Credit Union
  Salt Lake City, UT
• 05/2019 → 05/2021
  Chrysalis
  Cedar City, UT
• 07/2018 → 05/2019
  Southern Utah University
  Cedar City, UT
• 05/2018 → 07/2018
  Robs Painting
  Draper, UT
• 10/2017 → 05/2018
  Chrysalis
  Cedar City, UT
• 07/2017 → 10/2017
  Southern Utah University
  Cedar City, UT
• 07/2015 → 07/2017
  Church Of Jesus Christ Of Latter Day Saints
  Kobe
• 12/2021 → 11/2025
  Lpl Financial Llc
  Salt Lake City, UT
• 11/2025 → 05/2026
  Oneseven D/B/A Rosehaven Family Office
  Beachwood, OH
• 09/2022 → 11/2025
  Lpl Financial Llc
  Salt Lake City, UT

Previous Registrations

• 2025-12-09 → 2026-05-28
  Oneseven
  Beachwood, OH
  Draper, UT
• 2022-09-07 → 2025-11-07
  Lpl Financial Llc
  Salt Lake City, UT
  West Jordan, UT

Other Businesses

Eazy Wealth LLC Not investment related Address - 3878 W 2800 N Lehi, UT 84048 Income/Expenses Entity Owner Start Date - Oct 23, 2025 Numbers of hours/month- 0 Number of hours/month during market hours - 0 Description of duties - I move money in and out when needed. Independent Insurance Agent Investment related Address - 3878 W 2800 N Lehi, UT 84048 Insurance Sales, Fixed, Life, Health Agent Start Date - 11-07-2022 Numbers of hours/month - 5 Number of hours/month during market hours - 5 Description of duties - review insurance options with clients

Exams

• S66 Uniform Combined State Law Examination
  2022-09-02

Designations

• Certified Financial Planner