2025 Ranked as One of The Largest Wealth Management Firms
Ranked as one of the Largest Wealth Management Firms by the Spokane Journal of Business
Pins For A Purpose Raises Over $27k For Military & Their Families
Alpha 3 Wealth Management hosted a charity bowling event raising over $27,000 for Newby-ginnings of North Idaho
Companions Animal Center Tails at Twilight Charity Sponsor
Proud sponsor for the Tails at Twilight charity fundraiser supporting our furry friends
2025 Hot Rods n' Hot Dogs Car Show Charity Sponsor
Proud sponsor for the Hot Rods n' Hot Dogs charity event benefiting St. Vincent De Paul
Red & Blue Foundation Supporter
Alpha 3 Wealth Management is a proud supporter of those serving to protect others and the community
2024 Ranked as One of The Largest Wealth Management Firms
Ranked as one of the Largest Wealth Management Firms by the Spokane Journal of Business
Business Strategy Institute Event
Todd Halterman at the CdA Chamber of Commerce to educate business owners and the community through the Business Strategy Institute
2024 MVP Award
John Adams, CFP®, was recognized as a 2024 MVP of Centaurus Financial for outstanding service, support and financial guidance
2024 Living Local’s Finest Wealth Management Firm
A3WM received the CdA Living Local’s Finest Wealth Management firm award
Over $2k Raised for Local Toys for Tots Program
A3WM helped raise over $2,000 in toys for the local Toys for Tots program
Emerging Manager Monthly Featured Article
Todd Halterman and John Adams, CFP® featured about veterans in the financial services industry
Pins For A Purpose Raises Over $16k For Military & Their Families
A3WM hosted a charity bowling event raising over $16,000 for Newby-ginnings of North Idaho
Hot Rods n' Hot Dogs Car Show Charity Sponsor
Proud sponsor for the Hot Rods n' Hot Dogs charity event benefiting St. Vincent De Paul
Spokane Journal of Business Firm Featured Article
John Adams, CFP® featured in the Spokane Journal of Business discussing the Election Year
2024 Best Of Coeur D'Alene Award In Financial Planning
A3WM received the best of Coeur d'Alene Award in the Financial Planning category
The Adventure Flag Program Launched for Clients
A3WM launches the Adventure Flag Program to celebrate and honor our clients
Spokane Journal of Business Firm Featured Article
Alpha 3 Wealth Mgmt. featured in the Spokane Journal of Business discussing the Firms background
2023 Ranked as One of The Largest Wealth Management Firms
Ranked as one of the Largest Wealth Management Firms by the Spokane Journal of Business
2023 Best of Coeur d'Alene Award In Financial Planning
A3WM received the best of Coeur d'Alene Award in the Financial Planning category
Spokane Journal of Business Artificial Intelligence Article
John Adams, CFP® featured in the Spokane Journal of Business discussing Artificial Intelligence
Pins For A Purpose Raises Over $4k for Military & their Families
A3WM hosted a charity bowling event raising over $4,000 for Newby-ginnings of North Idaho
Red Shirt Friday (RSF) Honor & Support of Veterans
Proud sponsor and supporter of RSF to support and honor active troops and veterans
2023 Kootenai Health Charity Golf Tournament Sponsor
Proud sponsor of the 34th Annual Kootenai Health Foundation Charity Golf Tournament
2023 Five Star Professional Award for Wealth Management
John G. Adams, CFP® recognized as a
Five Star Professional Wealth Manager
2023 Big Bear Annual Charity Golf Tournament Sponsor
Proud sponsor of the Big Bear Annual Golf Tournament supporting Newby-Ginnings
2022 Best of Coeur d'Alene Award In Financial Planning
A3WM received the best of Coeur d'Alene Award in the Financial Planning category
2022 Kootenai Health Charity Golf Tournament Sponsor
Proud sponsor of the 33rd Annual Kootenai Health Foundation Charity Golf Tournament
2021 Ranked as one of the Largest Wealth Management Firms
Ranked as one of the Largest Wealth Management Firms by the Spokane Journal of Business
2021 Best of Coeur d'Alene Award In Financial Planning
A3WM received the best of Coeur d'Alene Award in the Financial Planning category
Spokane Journal of Business Debt Relief Article
Todd Halterman featured in Spokane Journal of Business discussing debt relief strategies in 2021
Feldon Adoption Raises over $20k for the Humane Society
A3WM helped raise over $20,000 for the Kootenai Humane Society to save and rescue local animals
Wine & Whiskers Event Raises Funds for The Humane Society
A3WM helped raise $1,218 through a Wine & Whiskers event for the Humane Society