ALIGNE WEALTH ADVISORS INVESTMENT MANAGEMENT (AWAIM)

Overview

Aligne Wealth Advisors Investment Management operates as an independent, SEC-registered registered investment adviser focused on fee-based wealth management and financial planning. The firm emphasizes portfolio management for individuals and small businesses and offers pension consulting services alongside financial planning. It bills clients on a percentage-of-AUM basis and serves both individual & family and institutional clients. The firm is owner-operated (individual owner) and registered in 2022. From its reported activity, the firm favors pooled public funds as the vehicle of choice, indicating a portfolio-construction approach that leans on mutual funds and other collective vehicles rather than heavy direct-stock trading. The adviser is not an active ESG investor and is not designated as a multi-state adviser in its filing.

Assets & Accounts

Public Holdings

Location & Offices