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Aligned Private Wealth

EST. AUM
$500,000,000

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Firm Details

Metro area Chicago
CRD Number
Website aligned-pw.com
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Overview

Aligned Private Wealth is an independent private wealth advisory firm based in the Chicago area (Deerfield, IL). Launched in April 2026, the firm was founded by Ethan Hafner, a veteran advisor with nearly 30 years of experience, including senior roles at UBS Private Wealth Management and Smith Barney. The firm operates under its proprietary "Aligned360™" model, designed to function as a "Personal CFO" for founders, business owners, and multi-generational families. The firm offers investment advisory services through Indivisible Partners, an advisor-owned growth partnership, providing a boutique, high-touch experience backed by institutional-grade resources.

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Alternative Activity

Address

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

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