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GREEN ALPHA INVESTMENTS

NIWOT, CO · CRD 144413 · IAPD ↗ · 303-993-7856

$253.9MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2025 — GREEN ALPHA INVESTMENTS notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — GREEN ALPHA INVESTMENTS reported RAUM down 26% ($329.9M -> $244.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.