AUMdb

Alpha Vee Advisors Llc

SEC-registered Investment Adviser CRD 329205 · SEC file 801-130250 · · alphaveeadvisors.com
☆ Save with Pro ADV data as of May 11, 2026
Regulatory AUM
Discretionary
Clients
13
Avg AUM / client
Accounts
Employees
1

AUM over time

$0 $0
Apr 10, 2024 Mar 30, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of May 11, 2026

Who they serve

Client typeClientsAUM% of AUM
Other investment advisers 13 $0

People (1)

NameRole / titleCredentialsWith firm sinceOwnership
Eichel, Leigh Managing Member & Chief Compliance Officer May 2023 (3y) 75% or more

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 05/11/2026 855 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Other fees
  • INDEX PROVIDER SERVICES

Services

  • Other services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 11, 2026.

View current Form ADV (SEC/IAPD) ↗