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ALBERT INVESTMENTS, LLC

SANTA BARBARA, CA · CRD 298006 · IAPD ↗ · albert.com · 844-891-9309

$22.7MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
February 2026 — ALBERT INVESTMENTS, LLC changed its website from blog.albert.com to albert.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2024 — ALBERT INVESTMENTS, LLC moved its main office from CULVER CITY, CA to SANTA BARBARA, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
April 2024 — ALBERT INVESTMENTS, LLC shrank from 8 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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