Overview
Assets Under Management: $117 million
Headquarters: SAN JOSE, CA
High-Net-Worth Clients: 34
Average Client Assets: $3 million
Frequently Asked Questions
ALIGN WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #323615), ALIGN WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ALIGN WEALTH MANAGEMENT, LLC is headquartered in SAN JOSE, CA.
ALIGN WEALTH MANAGEMENT, LLC serves 34 high-net-worth clients according to their SEC filing dated February 24, 2026. View client details ↓
According to their SEC Form ADV, ALIGN WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
ALIGN WEALTH MANAGEMENT, LLC manages $117 million in client assets according to their SEC filing dated February 24, 2026.
According to their SEC Form ADV, ALIGN WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.78
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 153
Discretionary Accounts: 153
Regulatory Filings
CRD Number: 323615
Filing ID: 2041051
Last Filing Date: 2026-02-24 13:05:31