Alexis Investment Partners, LLC

$206.4MAssets under management
as of Mar 2026 · SEC Form ADV
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Tech stack

No one at Alexis Investment Partners, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Alexis Investment Partners, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $147M held · filed Oct 2024