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.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=2.0

Regulatory AUM

$28.3MItem 5.F on the latest filing (2026-09-11); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$28.3M

Private client RAUM

$28.3MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$14.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

74

Individual clients

44

High net worth clients

11

SEC number

801-117634

CRD

301620

Filings on the tape

24

First filed

Oct 15, 2019

Latest filed

Sep 11, 2026

Organised

Limited Liability Company, CA

Website

cleveralpha.com

• Occurred

  Oct 15, 2019
  First Form ADV filing

  Cleveralpha filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:817646d0-2b37-6b70-653b-3ea6ebef18c4

First observed

Oct 15, 2019

Last observed

Sep 11, 2026 8 days 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.