# Alooola

> Alooola is an SEC-registered investment advisory firm in Kingston, NJ, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 325090
- Filed as: ALOOOLA
- Legal name: Alooola, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Kingston, NJ
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325090
- AdvisorCensus page: https://advisorcensus.com/firm/alooola-kingston-nj-325090

## Quick answers

**How is Alooola compensated?**
On its Form ADV (Item 5.E, October 2026), Alooola reports these compensation arrangements: a percentage of assets under its management.

**Where is Alooola located?**
Alooola's principal office is in Kingston, NJ, according to its Form ADV.

**Is Alooola registered with the SEC or a state?**
Alooola is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 325090.

**How much does Alooola manage?**
Alooola reports $51,229,485 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Alooola's assets and staff changed since 2024?**
In the Form ADV data for Alooola: Regulatory assets under management: $27,374,941 in the October 2024 data and $51,229,485 in the October 2026 data, up 87%. Total employees: 3 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Alooola serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (436); corporations or other businesses not listed above (21).

**Does Alooola report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325090

**Does Alooola state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "alooola, LLC does not impose a minimum account size requirement."

**What changed in Alooola's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $25,450,299 to $51,229,485 (+101%). Employees performing advisory functions went from 2 to 3.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: None

> alooola, LLC does not impose a minimum account size requirement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $51,229,485
- Discretionary: $51,229,485
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 436 | $16,232,868 |
| Corporations or other businesses not listed above | 21 | $34,996,617 |

### 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
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, MI, NJ, NY, OH, PA, RI, SC, TX, VT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alooola.com
- Facebook @alooolalife
- Instagram @alooolalife
- LinkedIn @alooola

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $27,374,941 | 3 | July 18, 2024 |
| October 2025 | $25,450,299 | 3 | March 25, 2025 |
| October 2026 | $51,229,485 | 4 | March 31, 2026 |

Regulatory assets under management: $27,374,941 in the October 2024 data and $51,229,485 in the October 2026 data, up 87%.
Total employees: 3 in October 2024 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $25,450,299 to $51,229,485 (+101%).
- Employees performing advisory functions went from 2 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alooola (CRD 325090): Form ADV filing data as of October 2026.