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DIGITAL ALPHA ADVISORS, LLC

HENDERSON, NV · CRD 286351 · IAPD ↗ · digitalalpha.net · (408) 660-7014

$2.39BRegulatory AUM
9Advisory reps
13Employees
0Clients
n/aPlanning clients
13Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — DIGITAL ALPHA ADVISORS, LLC shrank from 12 to 9 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
51
April 2025 — DIGITAL ALPHA ADVISORS, LLC reported RAUM up 31% ($1.81B -> $2.38B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2025 — DIGITAL ALPHA ADVISORS, LLC grew from 9 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2024 — DIGITAL ALPHA ADVISORS, LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2024 — DIGITAL ALPHA ADVISORS, LLC reported RAUM up 28% ($1.42B -> $1.81B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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