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| Keyboard |
| Alooola LLC
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|---|---|
| CRD # | 325090 |
| SEC # | 801-129551 |
| CIK # | |
| AUM | 51.2 M (2026-03-31) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Phone | 484-275-5525 |
| Address | 4422C Route 27 Kingston, NJ 08528 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 436 | 16.2 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 21 | 35.0 |
| (n) Other | 0 | 0.0 |
| Total | 457 | 51.2 |
| By Discretionary | ||
| Discretionary | 457 | 51.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 457 | 51.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 51.2 | |
| Total | 457 | 51.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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GA | 59.9 M |
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Your Financial Pharmacist Planning LLC
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RNC RIA LLC
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MA | 50.6 M |
|
American Wealth Administration Group LLC
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NY | 48.3 M |
|
Atlas Financial Advisors Inc
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|
CA | 46.9 M |
|
Cambridge Advisors LLC
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NY | 46.5 M |
|
LAVA Wealth Management LLC
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|
42.6 M |