ALIGNING WEALTH

ALIGNING WEALTH is an SEC-registered investment adviser (CRD 314838). Regulatory assets under management: $4.0M.

Registration

• CRD: 314838
• Type: Registered investment adviser
• Phone: (201) 380-0215
• Latest filing: 2026-03-06
• Regulatory AUM: $4.0M
• Discretionary AUM: $4.0M
• Clients: 1
• Accounts: 39

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 314838 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search