Align Wealth Management, LLC
Align Wealth Management, LLC is an SEC-registered wealth manager in San Jose, CA with $116.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Align Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323615, SEC 801-135664, data through 2026-02-24.
- AUM (assets under management / regulatory AUM)
- $116.7M (2026-02-24)
- Firm type
- Wealth Manager
- Location
- San Jose, CA
- Employees
- 2
- Clients
- 69
- CRD
- 323615
- Ownership
- THOMAS, CHRISTOPHER, JOHN
How much AUM does Align Wealth Management, LLC have?
Align Wealth Management, LLC reported $116.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-24).
Who owns Align Wealth Management, LLC?
Disclosed owners and executives of Align Wealth Management, LLC include THOMAS, CHRISTOPHER, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.