RIA IntelAdvisersCaliforniaALE LLC

ALE LLC

Advisory

PLEASANT HILL, CA

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in CA
#4,753
of 5,480 advisers by AUM
Average account
$602K
across 13 accounts
AUM per adviser
$8M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM
$8M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$8M
Discretionary AUM$0
Non-Discretionary AUM$8M
Discretionary %0%
Total Clients9
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

CENTARA CAPITAL MANAGEMENT GROUP, INC.
SAN DIEGO, CA
$8M
-92.1% 1Y
WEST COAST ASSET MANAGEMENT,INC.
MONTECITO, CA
$8M
-95.5% 1Y
RELION ASSETS MANAGEMENT, LLC
$8M
AGEWISE FINANCIAL INC.
PALM DESERT, CA
$8M
TRIAXIOM CAPITAL, LLC
SAN FRANCISCO, CA
$8M
PRINCE, WILLIAM L
$8M

Get the full picture on ALE LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ALE LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans