ALIGNED WEALTH SOLUTIONS, LLC

ALIGNED WEALTH SOLUTIONS, LLC is an SEC-registered investment adviser (CRD 333288). Regulatory assets under management: $717K.

Registration

• CRD: 333288
• Type: Registered investment adviser
• Phone: (989) 493-9790
• Latest filing: 2026-03-31
• Regulatory AUM: $717K
• Discretionary AUM: $717K
• Clients: 1
• Accounts: 3

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333288 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search