RIA Intel›Advisers›Maryland›ALEPH INVESTMENTS, LLC

ALEPH INVESTMENTS, LLC

Advisory

MD

Data as of Feb 6, 2026 · Source: SEC Form ADV

Average account

$607K

across 27 accounts

AUM per adviser

$16M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 6, 2026.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$16M

Discretionary AUM$16M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients27

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, MD, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

27 clients

The full client-type breakdown and the share of AUM each category represents.

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

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GARRITT FINANCIAL SOLUTIONS LLC

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BAVIELLO INVESTMENT MANAGEMENT, LLC

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