Wealth Manager
    SEC Registered
    Manages Private Funds

    Advisory Alpha, LLC

    Registered investment advisor · Holland, Michigan · CRD #158282

    Assets Under Management
    $4.4B
    Client Accounts
    24,401
    Employees
    66
    CRD Number
    158282
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Advisory Alpha, LLC

    Advisory Alpha, LLC is an SEC-registered investment advisory firm founded in 2011, offering asset management, sales, marketing, and technology services, primarily serving clients in Michigan and across the country. The firm manages nearly $4 billion in assets.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Advisory Alpha, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Advisory Alpha, LLC's AUM?

    Advisory Alpha, LLC reports approximately $4.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Advisory Alpha, LLC headquartered?

    Advisory Alpha, LLC is headquartered in Holland, Michigan.

    What is Advisory Alpha, LLC's CRD number?

    Advisory Alpha, LLC's CRD number is 158282. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Advisory Alpha, LLC manage?

    Advisory Alpha, LLC manages approximately 24,401 client accounts according to its latest SEC filing.

    Is Advisory Alpha, LLC SEC registered?

    Yes, Advisory Alpha, LLC is registered with the SEC as an investment adviser with an approved registration status.

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