RIA Intel›Advisers›Florida›ALES29 ADVISORS, INC

ALES29 ADVISORS, INC

Advisory

FL

Data as of Mar 5, 2026 · Source: SEC Form ADV

Rank in FL

#1,721

of 2,610 advisers by AUM

Average account

$2M

across 16 accounts

AUM per adviser

$40M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM

$40M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$40M

Discretionary AUM$40M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients7

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureOther (specify)

Fiscal Year EndDecember

Operates InFL

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

7 clients

6 high-net-worth

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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