CLEVERALPHA
  • CLEVERALPHA
  • CLEVERALPHA ASSET MANAGEMENT, LLC

Adviser Profile

As of Date 07/07/2026
Registration SEC, Approved, 11/15/2019
ADV Location HAWTHORNE, CA, United States
Contact Info 310 xxxxxxx
Websites
AUM* 28,324,971 176%
of that, discretionary 28,324,971 176%
Number of Employees 4 33%
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 382,770 12%
% High Net Worth 18.03% -41%
SMA’s Yes
Private Funds 0

Adviser Type

- Internet adviser

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

28M 24M 20M 16M 12M 8M 4M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary