ALEXA WEALTH MANAGEMENT, LLC

ALEXA WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 302021). Regulatory assets under management: $21.1M.

Registration

• CRD: 302021
• Type: Registered investment adviser
• Phone: 860-526-1734
• Latest filing: 2026-03-11
• Regulatory AUM: $21.1M
• Discretionary AUM: $16.9M
• Non-discretionary AUM: $4.2M
• Clients: 1
• Accounts: 48

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 302021 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search