# Alexa Wealth Management, LLC

> Alexa Wealth Management, LLC is a state-registered investment advisory firm, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 302021
- Filed as: ALEXA WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/302021
- AdvisorCensus page: https://advisorcensus.com/firm/alexa-wealth-management-llc-302021

## Quick answers

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

**Is Alexa Wealth Management, LLC registered with the SEC or a state?**
Alexa Wealth Management, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 302021.

**How much does Alexa Wealth Management, LLC manage?**
Alexa Wealth Management, LLC reports $21,126,350 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (80% discretionary).

**What types of clients does Alexa Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (28); high net worth individuals (12).

**Does Alexa Wealth 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/302021

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $21,126,350
- Discretionary: $16,916,605
- Non-discretionary: $4,209,745

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 28 | $6,585,295 |
| High net worth individuals | 12 | $10,696,799 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,844,256 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tomalexa.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alexa Wealth Management, LLC (CRD 302021): Form ADV filing data as of October 2026.