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ALIGNED WEALTH ADVISORS, LLC

MIAMI, FL · CRD 343143 · IAPD ↗ · alignedwealth.com · 305-702-3030

$0Regulatory AUM
7Advisory reps
15Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

95
October 2026 — ALIGNED WEALTH ADVISORS, LLC (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 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.