# Fincera

> Fincera is an SEC-registered investment advisory firm in New York, NY, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 12, 2026.

- CRD: 312342
- Filed as: FINCERA
- Legal name: Tradealgo Wealth Management LLC
- Also doing business as: FINCERA
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: August 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/312342
- AdvisorCensus page: https://advisorcensus.com/firm/fincera-new-york-ny-312342

## Quick answers

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

**Where is Fincera located?**
Fincera's principal office is in New York, NY, according to its Form ADV.

**Is Fincera registered with the SEC or a state?**
Fincera is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 312342.

**How much does Fincera manage?**
Fincera reports $0 in regulatory assets under management in its Form ADV filing dated August 12, 2026.

**What types of clients does Fincera serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5).

**Does Fincera 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/312342

**What changed in Fincera's recent Form ADV filings?**
In the September 2026 filing data: Added the business name Fincera. Newly registered with the SEC.

## From the Form ADV filing

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

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Changes in the filing (last 12 months)

### September 2026
- Added the business name Fincera.
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fincera (CRD 312342): Form ADV filing data as of October 2026.