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

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

G•••• A•••• I•••••••••

G•••• A•••• ADVISORS, LLC, CRD 144413

NIWOT, CO

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Search this name across graphsid dfx:ria:c3b05422-edd3-fdda-48cc-0466ae0251cf

Data as of Jun 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Jan 2, 2013 to Jun 18, 2026
28 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: independent wealth managerderivedprivate_client_share=0.52 fund_share=0.44 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $254MItem 5.F on the latest filing (2026-06-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $208M
Private client RAUM: $133MderivedItem 5.D individuals plus high net worth individuals
Private client share: 52%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
D••••• J•••••• W••••	CHIEF COMPLIANCE OFFICER, CO-FOUNDER, CFO	B	yes	03/2007	Jan 2, 2013	Apr 29, 2024
J••••••• G•••••• F•••••••	CO-FOUNDER, CHIEF INVESTMENT OFFICER	B	yes	03/2007	Jan 2, 2013

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$254M	$244M	4.0%	$336M	-8.9%	4	4	0	0

Relationships

Controls (4)

← J••••••• G•••••• F•••••••OwnerCO-FOUNDER, CHIEF INVESTMENT OFFICER, ownership code B, individual
Jan 2, 2013 to Apr 29, 2024factForm ADV
← D••••• J•••••• W••••OwnerCHIEF COMPLIANCE OFFICER, CO-FOUNDER, CFO, ownership code B, individual
Jan 2, 2013 to Apr 29, 2024factForm ADV
← M•••••••• B••••• M•OwnerCHIEF MARKETING & DISTRIBUTION OFFICER, ownership code A, individual
Mar 24, 2015 to Apr 29, 2024factForm ADV
← S••••• M••••••• R•••OwnerFOUNDER & CEO, ownership code D, individual
Jul 23, 2015 to Apr 29, 2024

Dated events

Occurred
Mar 20, 2023
Regulatory AUM changed
G•••• A•••• I••••••••• reported RAUM $336.0M, down 55% from $744.9M (2022-10-06 to 2023-03-20)
Form ADVobserved 7 days ago
$-409M
Occurred
Mar 25, 2021
Regulatory AUM changed
G•••• A•••• I••••••••• reported RAUM $643.8M, up 179% from $230.6M (2020-05-29 to 2021-03-25)
Form ADVobserved 7 days ago
$413M
Occurred
Jan 2, 2013
First Form ADV filing
Green Alpha Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c3b05422-edd3-fdda-48cc-0466ae0251cf
First observed: Jan 2, 2013
Last observed: Jun 18, 2026 3 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.