Aligning Wealth
Firm details
- Headquarters
- ,
- CRD number
- 314838
- Website
- aligningwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI54.26%
- Individuals45.74%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Aligning Wealth is an independent registered investment advisor organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and bills using a mix of asset‑based fees, hourly charges, and fixed fees. Core services include financial planning, discretionary portfolio management for individuals and small businesses, due diligence and selection of other advisers, and investor education through seminars and workshops. The firm identifies as a capital allocator but does not report active ESG investing and is not positioned as a multi‑state adviser, pension consultant, or related adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Exchange Traded Equities16%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Jenna VanLeeuwen
FounderCRD 6560683
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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