Cloak Advisors

Registered investment advisor · Albuquerque, New Mexico · CRD #137781

Assets Under Management

$36M

Client Accounts

Employees

CRD Number

137781

Registration

STATE Registered

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

About Cloak Advisors

Cloak Advisors is a registered investment advisory firm headquartered in Albuquerque, New Mexico, managing approximately $36M in regulatory assets across 91 client accounts. The firm's full regulatory record is filed with the SEC under CRD #137781.

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Cloak Advisors

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 Cloak Advisors's AUM?

Cloak Advisors reports approximately $36M in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Cloak Advisors headquartered?

Cloak Advisors is headquartered in Albuquerque, New Mexico.

What is Cloak Advisors's CRD number?

Cloak Advisors's CRD number is 137781. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.