RIA Intel›Advisers›Connecticut›ALEXA WEALTH MANAGEMENT, LLC

ALEXA WEALTH MANAGEMENT, LLC

Advisory

CT

Data as of Mar 11, 2026 · Source: SEC Form ADV

Rank in CT

#1,131

of 1,312 advisers by AUM

Average account

$440K

across 48 accounts

AUM per adviser

$21M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 11, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$21M

Discretionary AUM$17M

Non-Discretionary AUM$4M

Discretionary %80.1%

Total Clients40

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT, FL

Succession Risk

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

See plansIncluded with the Intelligence plan

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

40 clients

12 high-net-worth

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

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