This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-03-2019
- Office Locations
- 1
Office Locations
About Alexa Wealth Management, LLC
Alexa Wealth Management LLC is a Connecticut-based registered investment adviser led by Thomas H. Alexa (AAMS, CRPS, MBA). The firm provides financial planning and portfolio management focused on retirement readiness, wealth accumulation, and capital preservation. Portfolios are built around client goals, time horizon, and risk tolerance, emphasizing risk management and an Investment Policy Statement, with no proprietary product influence. Works with households with $500k+ investable assets.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
THOMAS HENRY ALEXA
Analyst, Chief Compliance Officer, Managing Member
- CRD
- #2878569
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,916,605 | -- |
| Non-Discretionary | $4,209,745 | -- |
| Total | $21,126,350 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $21,126,350
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $137,651,038 | 26.3% |
| Equity - Exchange | $174,288,197 | 33.3% |
| Cash | $211,448,744 | 40.4% |
| Total | $523,387,979 | 100.0% |