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)
| Name | Role | Location |
|---|
| Christopher John Thomas | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
More on this firm