Alpha Dna Investment Management
Alpha Dna Investment Management is an SEC-registered wealth manager in Columbia, MD with $194.7M assets under management (AUM, regulatory AUM), -9% over one year. See who owns Alpha Dna Investment Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288198, SEC 801-119457, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $194.7M (2026-03-19)
- Firm type
- Wealth Manager
- Location
- Columbia, MD
- Employees
- 4
- Clients
- 21
- CRD
- 288198
- Ownership
- FERBERT, WAYNE, PATRICK; ZEGA FINANCIAL, LLC; PESTRICHELLI, JOHN, ALEXANDER; Chartier, Joshua
How much AUM does Alpha Dna Investment Management have?
Alpha Dna Investment Management reported $194.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Alpha Dna Investment Management?
Disclosed owners and executives of Alpha Dna Investment Management include FERBERT, WAYNE, PATRICK, ZEGA FINANCIAL, LLC, PESTRICHELLI, JOHN, ALEXANDER, Chartier, Joshua. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.