Legal
Disclosures
alooola, LLC is an SEC-registered investment adviser (firm #325090). Our regulatory and compliance documents are collected here.
- Form ADV Part 2A — Disclosure Brochure — our advisory business, fees and compensation, conflicts of interest, brokerage practices, custody, and related disclosures.
- Form ADV Part 2B — Brochure Supplements — background on the investment adviser representatives who serve you.
- Form CRS — Client Relationship Summary — a plain-language summary of our services, fees, and obligations to you.
- Life Insurance Disclosure — how life insurance works in the alooola app, and who handles your application and policy.
- SEC Adviser Information — our firm profile on the SEC's Investment Adviser Public Disclosure (IAPD) website.
- Accessibility Statement — our commitment to keeping this site usable for everyone.
Questions? Reach out to our compliance team at compliance@alooola.com.