Aligning Wealth

Overview

Aligning Wealth is a small, independent registered investment adviser structured as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, offering a combination of financial planning and discretionary portfolio management for individuals and small businesses. Services extend to selecting third‑party advisers on behalf of clients and running educational seminars and workshops. Its fee model is flexible: a percentage of assets under management, hourly charges and fixed fees are all used depending on the engagement. Investment activity is centered on publicly traded pooled vehicles rather than direct alternative allocations. The firm reports being a capital allocator — it will place client assets into external funds or managed strategies when appropriate — but it does not identify a material program of private alternatives or ESG mandates. Aligning Wealth is not registered as a multi‑state adviser, is not a pension consultant and does not report related adviser relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices