About alooola

Company information.

The firm, the people, and the details of the relationship. Our public records and disclosures, together in one place.

The firm

Brand & legal name
alooola is the brand. The legal entity identified in the public regulatory record is alooola, LLC.

Modern wealth management for medical professionals.

Public record
SEC Investment Adviser Public Disclosure

Registration information and filings for the firm. Registration does not imply a particular level of skill or training.

Affiliations
Form CRS identifies affiliations with Glen Eagle Wealth, LLC and Glen Eagle Advisors, LLC. It explains related services, costs, and conflicts.

Confirm the entity providing each service in your agreement and relationship summary.

Contact
info@alooola.com
(484) 275-5525

4422C Route 27
PO Box 399
Kingston, NJ 08528

Our founders’ experience

$1.3B+Collectively managed by our founders
30+Combined years of advisory experience

These company-published figures describe the founders’ combined professional backgrounds, not Alooola’s regulatory assets under management. As displayed on alooola.com in September 2026.

Documents & disclosures

Form CRS

Client relationship summary

Our advisory services, fees, conflicts, and questions to ask before working together.

Form ADV Part 2A

Disclosure brochure

The firm’s business, investment methods, fees, and other material information.

Form ADV Part 2B

Professional background

The available brochure supplements describing individual professional backgrounds.

Read these documents together. Your agreement determines the services, responsible entity, availability, and fees for your relationship.

Questions about the firm?

We can help you understand the documents and who would be working with you.

Contact alooola