Align Wealth Management, LLC

EST. AUM
$116,708,805

CONTACTS
2

CLIENT ACCOUNTS
153

Firm Details

Metro area San Jose
CRD Number 323615
Website alignwealthmgmt.com
Client types

Overview

Align Wealth Management, LLC is an independent, fee-only registered investment advisory firm focused on aligning client values and goals with financial decisions. The firm delivers comprehensive wealth management, financial planning, and investment management, alongside retirement planning, strategic tax planning, estate planning, and risk management. Align provides ongoing portfolio management based on each client’s objectives, time horizon, and risk tolerance, documented through an Investment Policy Statement. Align also offers pension consulting services for retirement plans. Client portfolios are implemented using third-party platforms, including SEI Asset Management Program, Advyzon Investment Management, LLC, and AssetMark, with an emphasis on objective recommendations and fiduciary service.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Align Wealth Management, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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