CLEVERALPHA ASSET MANAGEMENT, LLC
Legal name: CLEVERALPHA
CRD #301620 SEC #801-117634 HAWTHORNE, CA 310-293-7837
SEC Registered
Total AUM
$15M
Discretionary
$15M
Employees
3
Clients
1
Accounts
55
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $15M | $15M | $0 | 3 | 0 |
| Dec 2025 | $15M | $15M | $0 | 3 | 0 |
| Dec 2025 | $15M | $15M | $0 | 3 | 0 |
| Mar 2025 | $15M | $15M | $0 | 3 | 0 |
| Feb 2024 | $10.3M | $10.3M | $0 | 3 | 0 |
| Sep 2023 | $8.2M | $8.2M | $0 | 3 | 0 |
| Aug 2023 | $8.2M | $8.2M | $0 | 3 | 0 |
| Jan 2023 | $8.2M | $8.2M | $0 | 3 | 0 |
| Apr 2022 | $1.6M | $1.6M | $0 | 3 | 0 |
| Feb 2022 | $1.6M | $1.6M | $0 | 3 | 0 |
| Mar 2021 | $120K | $120K | $0 | 3 | 0 |
| Jul 2020 | $0 | $0 | $0 | 3 | 0 |
| Jun 2020 | $0 | $0 | $0 | 3 | 0 |
| Jun 2020 | $0 | $0 | $0 | 3 | 0 |
| Jun 2020 | $0 | $0 | $0 | 3 | 0 |
| Apr 2020 | $0 | $0 | $0 | 3 | 0 |
| Apr 2020 | $0 | $0 | $0 | 3 | 0 |
| Mar 2020 | $0 | $0 | $0 | 3 | 0 |
| Oct 2019 | $0 | $0 | $0 | 3 | 0 |
DateDec 2025
Total AUM$15M
Discretionary$15M
Non-Disc.$0
Employees3
Clients0
DateDec 2025
Total AUM$15M
Discretionary$15M
Non-Disc.$0
Employees3
Clients0
DateDec 2025
Total AUM$15M
Discretionary$15M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$15M
Discretionary$15M
Non-Disc.$0
Employees3
Clients0
DateFeb 2024
Total AUM$10.3M
Discretionary$10.3M
Non-Disc.$0
Employees3
Clients0
DateSep 2023
Total AUM$8.2M
Discretionary$8.2M
Non-Disc.$0
Employees3
Clients0
DateAug 2023
Total AUM$8.2M
Discretionary$8.2M
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$8.2M
Discretionary$8.2M
Non-Disc.$0
Employees3
Clients0
DateApr 2022
Total AUM$1.6M
Discretionary$1.6M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$1.6M
Discretionary$1.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$120K
Discretionary$120K
Non-Disc.$0
Employees3
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0