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ALOOOLA

KINGSTON, NJ · CRD 325090 · IAPD ↗ · alooola.com · 484.275.5525

$51.2MRegulatory AUM
3Advisory reps
4Employees
0Clients
11-25Planning clients
0Private funds
21States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — ALOOOLA reported RAUM up 101% ($25.5M -> $51.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
August 2024 — ALOOOLA reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
August 2024 — ALOOOLA's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
April 2024 — ALOOOLA (KINGSTON, NJ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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