Aligned Wealth Advisors, LLC

Overview

Aligned Wealth Advisors, LLC is a newly formed limited liability company that registered with the SEC in 2026. The firm is classified as unclassified in the source data and is identified as a capital allocator, indicating it intends to allocate client capital and use third‑party managers or advisers as part of its offering. Advisory services listed include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee model combines a percentage of assets under management and fixed fees. The firm does not identify as an active ESG investor and is not flagged as a multi‑state adviser. Ownership is noted as a mix of a domestic entity and individual ownership.

Assets & Accounts

Location & Offices