← Tributary

ALIGN VENTURES

· CRD 323154 · IAPD ↗ · 734-899-8158

$2.46BRegulatory AUM
17Advisory reps
17Employees
2Clients
n/aPlanning clients
91Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

64
April 2026 — ALIGN VENTURES grew from 8 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2026 — ALIGN VENTURES crossed $1B in regulatory AUM ($505.9M -> $2.46B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
83
December 2025 — ALIGN VENTURES (location n/a) is newly SEC-registered with $505.9M RAUM and 8 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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