CLEVERALPHA

Legal name: CLEVERALPHA ASSET MANAGEMENT, LLC

CRD 301620File 801-117634

APPROVED

Retail clients

Filing as of Jul 7, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$28.3M

Bottom 25% of cohort (national)

Discretionary AUM

$28.3M

Clients

74 accounts

Employees

Bottom 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Nov 15, 2019
Principal office: 5155 WEST ROSECRANS AVENUE, SUITE 320A, HAWTHORNE, CA, 90250
Phone: 310-293-7837
Website: https://www.cleveralpha.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $28.3M
Discretionary AUM: $28.3M
Non-discretionary AUM: $0
Discretionary accounts: 74
Non-discretionary accounts: 0
Total accounts: 74
AUM per client: $515K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	Not reported
Other investment advisers	Fewer than 5	Not reported
High net worth individuals	11	$25.6M
Banking or thrift institutions	Fewer than 5	Not reported
Individuals (other than high net worth individuals)	44	$2.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.