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ALINEA ADVISORY SERVICES LLC

NEW YORK, NY · CRD 311782 · IAPD ↗ · 516-469-9482

$66.6MRegulatory AUM
1Advisory reps
10Employees
0Clients
n/aPlanning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — ALINEA ADVISORY SERVICES LLC notice-filed in AK, AL, AR, AZ, CO, DC, DE, FL, GA, HI, IA, ID, IN, KS, KY, MD, MI, MN, MS, MT, NC, ND, NE, NH, NJ, NM, NV, OH, OK, OR, PA, PR, RI, SC, SD, TN, UT, VA, VI, VT, WA, WI, WV, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — ALINEA INVEST, INC. is now doing business as ALINEA ADVISORY SERVICES LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
60
April 2026 — ALINEA ADVISORY SERVICES LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
70
April 2026 — ALINEA ADVISORY SERVICES LLC reported RAUM up 430% ($12.6M -> $66.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.