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ALIGN WEALTH MANAGEMENT, LLC
CRD 323615 · SEC 801-135664
1850 HAMILTON AVE, SAN JOSE, CA, 95125, United States
Phone
(408) 559-7444
Fax
408-371-3422
Registration
— (—)
Source
State registered
Total AUM
$116.7M
Discretionary AUM
$116.7M
Team
2 total employees; 2 advisory reps; 8 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $11.9M |
| High net worth individuals | 34 | $104.8M |
All web addresses on file
Official SEC filing: View on IAPD