ALIGNPOINT WEALTH

ALIGNPOINT WEALTH of LAKEWOOD, CO is an SEC-registered investment adviser (CRD 297295). Regulatory assets under management: $17.9M.

Registration

• CRD: 297295
• Type: Registered investment adviser
• Location: 355 S TELLER ST, LAKEWOOD, CO, 80226
• Phone: 7207092202
• Latest filing: 2026-03-17
• Regulatory AUM: $17.9M
• Discretionary AUM: $17.9M
• Clients: 1
• Accounts: 90

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297295 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search