DFX Intelligence

A••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM under $100M

A••••••

A••••••, LLC, CRD 325090

KINGSTON, NJ

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Search this name across graphsid dfx:ria:7d2f4579-2b48-5a2f-0dde-dffad1733e59

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 2
On other graphs: 0
Observed: Jan 23, 2024 to Mar 31, 2026
7 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.32 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=3.0
Regulatory AUM: $51.2M••• Locked
Discretionary RAUM: $51.2M
Private client RAUM: $16.2Mderived••• Locked
Private client share: 32%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
F••••••••• C•••• A••	CFO & PRINCIPAL	Na	yes	01/2024	Jan 23, 2024	Jul 18, 2024
G••• E•••• I••••••••• I•••	DIRECT OWNER	E	yes	01/2024	Jan 23, 2024	Jul 18, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
G••• E•••• A•••••••• L••	n/a	Independent wealth	$1.0B	N	yes	n/a
G••• E•••• W•••••• L••	n/a	Former SEC adviser	$128M	N	yes	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$51.2M	$25.5M	101.3%	n/a	n/a	4	3	0	0

Relationships

Affiliated with (2)

→ G••• E•••• A•••••••• L••Registered adviserbroker-dealer, common control
factForm ADV
→ G••• E•••• A•••••••• L••Registered adviserother investment adviser, common control
factForm ADV

Controls (6)

← M•••••• S••••• A••OwnerSHAREHOLDER, ownership code E, individual
Jan 23, 2024 to Jul 18, 2024factForm ADV
← M•••••• R•••••• B••••OwnerSHAREHOLDER, ownership code F, individual

Dated events

Occurred
Jul 18, 2024
Control person joined
Patrick James Oboyle (Chief Compliance Officer) appeared on Schedule A of Alooola
Form ADVobserved 7 days ago
Occurred
Jan 23, 2024
First Form ADV filing
Alooola filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7d2f4579-2b48-5a2f-0dde-dffad1733e59
First observed: Jan 23, 2024
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.