# A & L Personal Business Management, LLC

> A & L Personal Business Management, LLC is a state-registered investment advisory firm, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 26, 2026.

- CRD: 334626
- Filed as: A & L PERSONAL BUSINESS MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: May 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334626
- AdvisorCensus page: https://advisorcensus.com/firm/a-and-l-personal-business-management-llc-334626

## Quick answers

**How is A & L Personal Business Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), A & L Personal Business Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is A & L Personal Business Management, LLC registered with the SEC or a state?**
A & L Personal Business Management, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334626.

**How much does A & L Personal Business Management, LLC manage?**
A & L Personal Business Management, LLC reports $42,982,796 in regulatory assets under management in its Form ADV filing dated May 26, 2026 (0% discretionary).

**How have A & L Personal Business Management, LLC's assets and staff changed since 2025?**
In the Form ADV data for A & L Personal Business Management, LLC: Regulatory assets under management: $0 in the October 2025 data and $42,982,796 in the October 2026 data. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does A & L Personal Business Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (14).

**Does A & L Personal Business Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/334626

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $42,982,796
- Discretionary: $0
- Non-discretionary: $42,982,796

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 14 | $42,982,796 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [alpbm.com](https://alpbm.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 1 | June 17, 2025 |
| October 2026 | $42,982,796 | 1 | May 26, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $42,982,796 in the October 2026 data.
Total employees: 1 in October 2025 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. A & L Personal Business Management, LLC (CRD 334626): Form ADV filing data as of October 2026.