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ALIGN WEALTH MANAGEMENT, LLC

SAN JOSE, CA · CRD 323615 · IAPD ↗ · alignwealthmgmt.com · (408) 559-7444

$116.7MRegulatory AUM
2Advisory reps
2Employees
8Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2026 — ALIGN WEALTH MANAGEMENT, LLC (SAN JOSE, CA) is newly SEC-registered with $116.7M RAUM and 2 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.