Sudhir Holla

AI ALPHA

GRAND RAPIDS, MI 49512

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CRD#: 7355950

Professional summary

Sudhir Holla is a registered financial advisor currently at AI ALPHA LLC located in Grand Rapids, Michigan.

Sudhir is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Sudhir has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sudhir Holla's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 23, 2026 - Present

AI ALPHA LLC

Office #1: 5030 Corporate Exchange Blvd. Suite 201, Grand Rapids, MI 49512

RIA

CRD#: 334908

GRAND RAPIDS, MI

Past

April 22, 2022 - July 6, 2026

MYTIMEEQUITY

RIA

CRD#: 316917

Plano, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AI ALPHA LLC

CRD#: 334908 / SEC#: 801-134768

RIA

Registered Investment Advisory firm - (11/20/2025 Approved)

Michigan

Registered Investment Advisory firm - (11/21/2025 Termination Requested)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(3/23/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/15/2022

Uniform Investment Adviser Law Examination

Current Firm

AI ALPHA LLC

CRD#: 334908 / SEC#: 801-134768

RIA

Registered Investment Advisory firm - (11/20/2025 Approved)

Michigan

Registered Investment Advisory firm - (11/21/2025 Termination Requested)

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Contact information

Main Address

5030 Corporate Exchange Blvd. Suite 201, Grand Rapids, MI 49512

Mailing Address

Phone number

(616) 600-2060

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (2/4/2026)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Sudhir Holla

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sudhir Holla's CRS (Customer Relationship Summary).

Certified licenses

Experience

AI ALPHA LLC

MYTIMEEQUITY

Primary Firm SEC Registration

AI ALPHA LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/15/2022

Current Firm

AI ALPHA LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

AI ALPHA LLC

TRUST BUT VERIFY

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