Dakota
Dakota
Book a Demo
Talk to an Expert

Aligned Wealth Advisors, LLC

EST. AUM
$0

CONTACTS

CLIENT ACCOUNTS

Firm Details

Metro area Miami
CRD Number
Website alignedwealth.com
Client types

Overview

Aligned Wealth Advisors, LLC is a newly established Miami-based private wealth management and multi-family-office firm, founded in 2026. It serves ultra-high-net-worth families, founders, entrepreneurs, and clients experiencing liquidity events, providing investment management, customized portfolios, asset allocation, estate and tax planning, and multigenerational wealth-transfer services. Its model emphasizes fiduciary alignment through transparent fees, no proprietary products, and client-held assets. The firm also explicitly identifies alternative investments among its capabilities.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy