Ai Alpha LLC: new SEC registration, $200M AUM, Grand Rapids, MI
Ai Alpha LLC (Grand Rapids, Michigan): new SEC registration, $200M AUM, Grand Rapids, MI. Its amount of 200 is above the median of 134 (67th percentile). Dated 349 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 200 · 67th percentile of 1,149 NewRiaPulse records · 1.5x the median
Free preview: all 11 published fields of this record are shown below. Locked: 26 related MI NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Ai Alpha LLC |
| Legal name | Ai Alpha LLC |
| CRD | 334908 |
| Status | Approved |
| Registered with the SEC | 2025-11-20 |
| Latest Form ADV filing | 2026-04-06 |
| Location | Grand Rapids, MI, United States |
| Regulatory AUM | $200,000,000 |
| Accounts | 3 |
| Employees | 3 |
| Website | https://www.my-aialpha.com |
| amount percentile | 67th of 1,149 (median 134, 1.5x median) |
| Peer records CSV (27 MI records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-11-20
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (MI first): Modell Capital Management LLC · Mbx Investors LLC · Vertrix Wealth Management, LLC · Marnell Management LLC · Northern Edge Wealth Management · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Ai Alpha LLC and 27 Michigan peers
- Michigan NewRiaPulse records like this one: 27
- Ai Alpha LLC's amount: 67th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Michigan peer: $5,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $200M under management.
- Website on file.
What is the NewRiaPulse record for Ai Alpha LLC in Grand Rapids, Michigan?
Ai Alpha LLC received SEC registration as an investment adviser (2025-11-20) with $200,000,000 in regulatory assets under management, based in Grand Rapids, MI.
How does Ai Alpha LLC compare to other Michigan NewRiaPulse records?
Its amount of 200 sits in the upper half (67th percentile) of 1,149 records; the median is 134. It is 349 days old; check the official source for later updates before acting.
Ai Alpha LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Ai Alpha LLC | Grand Rapids, MI | 200 | 67th | 2025-11-20 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Michigan NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.