ALIGN WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$116,708,805
Discretionary
$116,708,805
Non-discretionary
$0
Firm details
- CRD number
- 323615
- SEC file number
- 801-135664
- Main office
- SAN JOSE, CA, United States
- Employees
- 2
- SEC status
- Approved
- Website
- https://www.alignwealthmgmt.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.