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NEW AGE ALPHA

RYE, NY · CRD 299011 · IAPD ↗ · buildyourindex.com · (212) 922-2699

$2.51BRegulatory AUM
10Advisory reps
42Employees
5Clients
n/aPlanning clients
1Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
December 2025 — NEW AGE ALPHA changed its website from newagealpha.com to buildyourindex.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
December 2025 — NEW AGE ALPHA notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
March 2025 — NEW AGE ALPHA notice-filed in FL, MA, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
74
January 2025 — NEW AGE ALPHA grew from 6 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
January 2025 — NEW AGE ALPHA crossed $1B in regulatory AUM ($195.9M -> $2.67B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
May 2024 — NEW AGE ALPHA ADVISORS, LLC is now doing business as NEW AGE ALPHA.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
50
April 2024 — NEW AGE ALPHA ADVISORS, LLC shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
64
April 2024 — NEW AGE ALPHA ADVISORS, LLC reported RAUM up 49% ($131.4M -> $195.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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