ALIGN WEALTH MANAGEMENT, LLC

ALIGN WEALTH MANAGEMENT, LLC of SAN JOSE, CA is an SEC-registered investment adviser (CRD 323615). Regulatory assets under management: $116.7M.

Registration

• CRD: 323615
• SEC file number: 801-135664
• Type: Registered investment adviser
• Location: 1850 HAMILTON AVE, SAN JOSE, CA, 95125
• Phone: (408) 559-7444
• Latest filing: 2026-08-07
• Regulatory AUM: $116.7M
• Discretionary AUM: $116.7M
• Clients: 2
• Accounts: 153

Business model

Compensation: % of AUM, Hourly, Fixed.

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

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323615 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search