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Sudhir Holla

AI ALPHA
GRAND RAPIDS, MI
·CRD# 7355950·4 years experience

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

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Contact Information

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

4 years in the financial services industry

Current & Past Employments

AI ALPHA LLC·CRD# 334908
RIA
1. 5030 Corporate Exchange Blvd. Suite 201, Grand Rapids, MI 495122. Frisco, TX
March 23, 2026 - Present
MYTIMEEQUITY·CRD# 316917
RIA
Plano, TX
April 22, 2022 - July 6, 2026

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Current Firm

AA
AI ALPHA LLC

AI ALPHA LLC

CRD#: 334908 / SEC#: 801-134768
RIA
Registered Investment Advisory firm - SEC (11/20/2025 Approved)
Michigan
Registered Investment Advisory firm - Michigan (3/2/2026 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

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

Phone Number

(616) 600-2060

# of Employees

3

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (4/6/2026)

Regulatory Assets Under Management

Total Number of Accounts

3

AUM (Assets Under Management)

$200,000,000

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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.

Koalla Technologies, LLC is a technology and holding company in which Mr. Holla has a 49% ownership interest (since January 2020). Mr. Holla devotes approximately 20 hours per week to Koalla-related activities, which include overseeing research development, algorithm design, software architecture, and management of affiliated technology platforms. Koalla sponsors two separate entities: ? MyTimeEquity, LLC - a registered investment adviser. Mr. Holla is registered as an investment adviser representative of MyTimeEquity and provides advisory services to its retail clients under that firm's supervision. ? MyStockDNA, LLC - a research and technology development company that creates quantitative research models and analytical tools. MyStockDNA is not a registered investment adviser and does not provide advisory services, exercise portfolio discretion, determine client suitability, or interact with clients in an advisory capacity. Mr. Holla's advisory activities conducted on behalf of Ai Alpha LLC are separate and distinct from those conducted on behalf of MyTimeEquity, LLC. When acting on behalf of Ai Alpha LLC, Mr. Holla functions solely under Ai Alpha's supervision as Portfolio Manager for ETF sub-advisory services and for the development, maintenance, and oversight of model portfolios and investment signals distributed by Ai Alpha LLC to registered investment advisers and platforms. He serves as an investment adviser representative of Ai Alpha LLC in this capacity. Compensation from outside business activities consists of ownership distributions and/or compensation received from Koalla Technologies, LLC and its affiliated entities. No commissions are received from the sale of securities or advisory referrals.

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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".
AA
AI ALPHA LLC

AI ALPHA LLC

CRD#: 334908 / SEC#: 801-134768
RIA
Registered Investment Advisory firm - SEC (11/20/2025 Approved)
Michigan
Registered Investment Advisory firm - Michigan (3/2/2026 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2022About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

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

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